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Schwab US Mid-Cap ETF

928 hedge funds and large institutions have $8.12B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 394 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

18% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 394

Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
551
SageView Advisory Group
California
$620K
LF
552
LifePlan Financial
Minnesota
$617K
SA
553
Sanctuary Advisors
Indiana
$617K
AGA
554
Arkos Global Advisors
Texas
$616K
EFA
555
Evernest Financial Advisors
Indiana
$615K
KAS
556
KPP Advisory Services
Kentucky
$614K
SQA
557
Simon Quick Advisors
New Jersey
$613K
RA
558
Ruggaard & Associates
Ohio
$608K
AL
559
Aspiriant LLC
California
$607K
CAM
560
Cozad Asset Management
Illinois
$604K
TP
561
Tranquility Partners
Tennessee
$604K
CWA
562
Continuum Wealth Advisors
New York
$604K
CNFG
563
Creegan & Nassoura Financial Group
New Hampshire
$603K
HWA
564
Heartwood Wealth Advisors
Virginia
$600K
EWM
565
Empirical Wealth Management
Washington
$600K
FPAS
566
Focus Partners Advisor Solutions
Missouri
$592K
SWP
567
Strategic Wealth Partners
Ohio
$591K
WPW
568
Watershed Private Wealth
Illinois
$588K
PI
569
PFG Investments
New York
$587K
Millennium Management
570
Millennium Management
New York
$586K
VC
571
Vicus Capital
Pennsylvania
$586K
VF
572
Vestment Financial
Minnesota
$580K
SCM
573
Stordahl Capital Management
Colorado
$577K
DI
574
Diligent Investors
California
$575K
PS
575
Principal Securities
Iowa
$574K