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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
FRA
601
Front Row Advisors
California
$495K
IPWA
602
International Private Wealth Advisors
California
$494K
CWM
603
Castle Wealth Management
Florida
$489K
BRWA
604
B. Riley Wealth Advisors
Florida
$487K
RFA
605
Resurgent Financial Advisors
Georgia
$486K
WF
606
Williams Financial
Vermont
$484K
RZH
607
Relyea Zuckerberg Hanson
Connecticut
$482K
SWM
608
Spire Wealth Management
Virginia
$477K
MCP
609
Mirador Capital Partners
California
$472K
GG
610
Greenwood Gearhart
Arkansas
$471K
CA
611
Continuum Advisory
Idaho
$469K
BFG
612
Berger Financial Group
Minnesota
$469K
PTC
613
Private Trust Company
Ohio
$465K
PCM
614
Park Capital Management
Wisconsin
$455K
PCM
615
Parsons Capital Management
Rhode Island
$455K
FFS
616
Flavin Financial Services
Florida
$452K
PL
617
Plancorp LLC
Missouri
$447K
BAM
618
Bosun Asset Management
Illinois
$445K
WF
619
Whelan Financial
California
$444K
LCM
620
Liberty Capital Management
Michigan
$442K
CIS
621
Continental Investors Services
Washington
$432K
LFG
622
Leverty Financial Group
Wisconsin
$425K
SAW
623
Signal Advisors Wealth
Michigan
$425K
EWA
624
EverSource Wealth Advisors
Alabama
$423K
FVIM
625
Fort Vancouver Investment Management
Washington
$421K