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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
EFH
651
Eaton Financial Holdings
Florida
$368K
GWAM
652
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K
CA
653
Calton & Associates
Florida
$362K
HIM
654
Harbour Investment Management
Washington
$361K
TIP
655
Tandem Investment Partners
New Jersey
$360K
SWM
656
Selective Wealth Management
Virginia
$360K
PMSA
657
Patrick M. Sweeney & Associates
Illinois
$356K
CCB
658
Country Club Bank
Missouri
$355K
BB
659
Busey Bank
Illinois
$355K
RBCM
660
Raub Brock Capital Management
California
$353K
ACM
661
Armbruster Capital Management
New York
$351K
KFSN
662
Keystone Financial Services (Nebraska)
Nebraska
$350K
FWM
663
Fingerlakes Wealth Management
New York
$350K
PWM
664
Paulson Wealth Management
Illinois
$349K
CAL
665
Capital Advisors Ltd
Ohio
$348K
PWMG
666
Prestige Wealth Management Group
New Jersey
$348K
KWS
667
Keystone Wealth Services
California
$347K
M
668
MOTCO
Texas
$345K
GWSA
669
Global Wealth Strategies & Associates
Colorado
$343K
PWM
670
Praetorian Wealth Management
California
$342K
EWM
671
Elmwood Wealth Management
California
$340K
CIAS
672
Capital Investment Advisory Services
North Carolina
$339K
Comerica Bank
673
Comerica Bank
Texas
$338K
KJWM
674
Kiley Juergens Wealth Management
Washington
$338K
AIM
675
Advyzon Investment Management
Illinois
$335K