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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
AIM
626
Acropolis Investment Management
Missouri
$421K
MF
627
Meridian Financial
Massachusetts
$419K
CAG
628
Curtis Advisory Group
California
$419K
MIA
629
MeadowBrook Investment Advisors
Michigan
$418K
NW
630
NewEdge Wealth
Pennsylvania
$416K
ACA
631
Aspire Capital Advisors
Washington
$414K
Bank of Montreal
632
Bank of Montreal
Ontario, Canada
$411K
M&T Bank
633
M&T Bank
New York
$410K
EA
634
Enclave Advisors
Texas
$406K
BW
635
Balance Wealth
Ohio
$405K
RWM
636
RBA Wealth Management
California
$400K
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$394K
MWM
638
MBE Wealth Management
Wisconsin
$392K
FCM
639
Firestone Capital Management
Florida
$392K
FRA
640
Frank Rimerman Advisors
California
$389K
AWG
641
Altus Wealth Group
Colorado
$389K
FWP
642
Falcon Wealth Planning
California
$389K
TFP
643
Tilia Fiduciary Partners
North Carolina
$388K
GA
644
Goldstein Advisors
Wisconsin
$387K
MCM
645
Mitchell Capital Management
Kansas
$381K
NAS
646
NWF Advisory Services
California
$381K
LKIM
647
Lawson Kroeker Investment Management
Nebraska
$374K
BI
648
Berkeley Inc
Idaho
$373K
SC
649
Scotia Capital
Ontario, Canada
$370K
Citadel Advisors
650
Citadel Advisors
Florida
$369K