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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
LKIM
651
Lawson Kroeker Investment Management
Nebraska
$374K
BI
652
Berkeley Inc
Idaho
$373K
SC
653
Scotia Capital
Ontario, Canada
$370K
Citadel Advisors
654
Citadel Advisors
Florida
$369K
EFH
655
Eaton Financial Holdings
Florida
$368K
GWAM
656
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K
CA
657
Calton & Associates
Florida
$362K
HIM
658
Harbour Investment Management
Washington
$361K
TIP
659
Tandem Investment Partners
New Jersey
$360K
SWM
660
Selective Wealth Management
Virginia
$360K
PMSA
661
Patrick M. Sweeney & Associates
Illinois
$356K
CCB
662
Country Club Bank
Missouri
$355K
BB
663
Busey Bank
Illinois
$355K
RBCM
664
Raub Brock Capital Management
California
$353K
ACM
665
Armbruster Capital Management
New York
$351K
KFSN
666
Keystone Financial Services (Nebraska)
Nebraska
$350K
FWM
667
Fingerlakes Wealth Management
New York
$350K
PWM
668
Paulson Wealth Management
Illinois
$349K
CAL
669
Capital Advisors Ltd
Ohio
$348K
PWMG
670
Prestige Wealth Management Group
New Jersey
$348K
KWS
671
Keystone Wealth Services
California
$347K
M
672
MOTCO
Texas
$345K
GWSA
673
Global Wealth Strategies & Associates
Colorado
$343K
PWM
674
Praetorian Wealth Management
California
$342K
EWM
675
Elmwood Wealth Management
California
$340K