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Schwab US Mid-Cap ETF

933 hedge funds and large institutions have $8.13B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 327 increasing their positions, 397 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: 6560 (-5)

18% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 397

Holders
933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
SCM
576
Stordahl Capital Management
Colorado
$577K
DI
577
Diligent Investors
California
$575K
PS
578
Principal Securities
Iowa
$574K
APSI
579
Asset Planning Services Inc
Louisiana
$573K
MT
580
Midwest Trust
Kansas
$572K
AC
581
AlphaCore Capital
California
$570K
PWM
582
Parkshore Wealth Management
California
$568K
AUB
583
Atlantic Union Bankshares
Virginia
$568K
CIA
584
Compass Ion Advisors
Pennsylvania
$558K
SPL
585
Smart Portfolios LLC
Washington
$558K
HTC
586
Haverford Trust Company
Pennsylvania
$553K
AWM
587
AE Wealth Management
Kansas
$552K
TCM
588
Twele Capital Management
Minnesota
$552K
CA
589
CWC Advisors
Oregon
$547K
PI
590
Pachira Investments
California
$540K
MWM
591
Mission Wealth Management
California
$539K
OPWM
592
Oakwell Private Wealth Management
Texas
$535K
HFA
593
Hershey Financial Advisers
Pennsylvania
$523K
DCM
594
Donaldson Capital Management
Indiana
$522K
MCM
595
Mendel Capital Management
Arkansas
$521K
MS
596
Madden Securities
Texas
$514K
LFAS
597
Level Four Advisory Services
Texas
$514K
TPCW
598
TD Private Client Wealth
New York
$512K
HT
599
Heritage Trust
Oklahoma
$507K
MWA
600
Motive Wealth Advisors
Michigan
$503K