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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
CIAS
676
Capital Investment Advisory Services
North Carolina
$339K
Comerica Bank
677
Comerica Bank
Texas
$338K
KJWM
678
Kiley Juergens Wealth Management
Washington
$338K
AIM
679
Advyzon Investment Management
Illinois
$335K
KFS
680
Kaizen Financial Strategies
California
$332K
HCMT
681
Highland Capital Management (Tennessee)
Tennessee
$332K
TWM
682
Triton Wealth Management
Arizona
$331K
CBA
683
Coastal Bridge Advisors
Connecticut
$331K
XPN
684
XY Planning Network
Montana
$327K
BCI
685
Brinker Capital Investments
Pennsylvania
$326K
AFA
686
American Financial Advisors
Georgia
$324K
SH
687
SLT Holdings
Arizona
$321K
RWM
688
RMG Wealth Management
Wisconsin
$320K
VCA
689
Verdence Capital Advisors
Maryland
$319K
AT
690
American Trust
Kentucky
$318K
KPWS
691
Kestra Private Wealth Services
Texas
$318K
OIA
692
Optimum Investment Advisors
Illinois
$317K
VA
693
VestGen Advisors
Illinois
$317K
RBC
694
Romano Brothers & Co
Illinois
$314K
BWA
695
Beam Wealth Advisors
Louisiana
$313K
SIA
696
SeaBridge Investment Advisors
New Jersey
$308K
AO
697
Advisor OS
Illinois
$305K
KWM
698
KMT Wealth Management
California
$302K
CTA
699
Colonial Trust Advisors
South Carolina
$294K
OPA
700
Old Port Advisors
Maine
$293K