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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
APSI
576
Asset Planning Services Inc
Louisiana
$573K
MT
577
Midwest Trust
Kansas
$572K
AC
578
AlphaCore Capital
California
$570K
PWM
579
Parkshore Wealth Management
California
$568K
AUB
580
Atlantic Union Bankshares
Virginia
$568K
CIA
581
Compass Ion Advisors
Pennsylvania
$558K
SPL
582
Smart Portfolios LLC
Washington
$558K
HTC
583
Haverford Trust Company
Pennsylvania
$553K
AWM
584
AE Wealth Management
Kansas
$552K
TCM
585
Twele Capital Management
Minnesota
$552K
CA
586
CWC Advisors
Oregon
$547K
PI
587
Pachira Investments
California
$540K
MWM
588
Mission Wealth Management
California
$539K
OPWM
589
Oakwell Private Wealth Management
Texas
$535K
HFA
590
Hershey Financial Advisers
Pennsylvania
$523K
DCM
591
Donaldson Capital Management
Indiana
$522K
MCM
592
Mendel Capital Management
Arkansas
$521K
MS
593
Madden Securities
Texas
$514K
LFAS
594
Level Four Advisory Services
Texas
$514K
TPCW
595
TD Private Client Wealth
New York
$512K
HT
596
Heritage Trust
Oklahoma
$507K
MWA
597
Motive Wealth Advisors
Michigan
$503K
PPWM
598
Perissos Private Wealth Management
Oklahoma
$500K
PB
599
Pinnacle Bancorp
Nebraska
$496K
CFG
600
Chapman Financial Group
Hawaii
$496K