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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
PPWM
601
Perissos Private Wealth Management
Oklahoma
$500K
PB
602
Pinnacle Bancorp
Nebraska
$496K
CFG
603
Chapman Financial Group
Hawaii
$496K
FRA
604
Front Row Advisors
California
$495K
IPWA
605
International Private Wealth Advisors
California
$494K
CWM
606
Castle Wealth Management
Florida
$489K
BRWA
607
B. Riley Wealth Advisors
Florida
$487K
RFA
608
Resurgent Financial Advisors
Georgia
$486K
WF
609
Williams Financial
Vermont
$484K
RZH
610
Relyea Zuckerberg Hanson
Connecticut
$482K
SWM
611
Spire Wealth Management
Virginia
$477K
MCP
612
Mirador Capital Partners
California
$472K
GG
613
Greenwood Gearhart
Arkansas
$471K
CA
614
Continuum Advisory
Idaho
$469K
BFG
615
Berger Financial Group
Minnesota
$469K
PTC
616
Private Trust Company
Ohio
$465K
PCM
617
Park Capital Management
Wisconsin
$455K
PCM
618
Parsons Capital Management
Rhode Island
$455K
FFS
619
Flavin Financial Services
Florida
$452K
MCA
620
Millennium Capital Advisors
Arkansas
$450K
PL
621
Plancorp LLC
Missouri
$447K
BAM
622
Bosun Asset Management
Illinois
$445K
WF
623
Whelan Financial
California
$444K
LCM
624
Liberty Capital Management
Michigan
$442K
CIS
625
Continental Investors Services
Washington
$432K