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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
KFS
676
Kaizen Financial Strategies
California
$332K
HCMT
677
Highland Capital Management (Tennessee)
Tennessee
$332K
TWM
678
Triton Wealth Management
Arizona
$331K
CBA
679
Coastal Bridge Advisors
Connecticut
$331K
XPN
680
XY Planning Network
Montana
$327K
BCI
681
Brinker Capital Investments
Pennsylvania
$326K
AFA
682
American Financial Advisors
Georgia
$324K
SH
683
SLT Holdings
Arizona
$321K
RWM
684
RMG Wealth Management
Wisconsin
$320K
VCA
685
Verdence Capital Advisors
Maryland
$319K
AT
686
American Trust
Kentucky
$318K
KPWS
687
Kestra Private Wealth Services
Texas
$318K
OIA
688
Optimum Investment Advisors
Illinois
$317K
VA
689
VestGen Advisors
Illinois
$317K
RBC
690
Romano Brothers & Co
Illinois
$314K
BWA
691
Beam Wealth Advisors
Louisiana
$313K
SIA
692
SeaBridge Investment Advisors
New Jersey
$308K
AO
693
Advisor OS
Illinois
$305K
KWM
694
KMT Wealth Management
California
$302K
CTA
695
Colonial Trust Advisors
South Carolina
$294K
OPA
696
Old Port Advisors
Maine
$293K
ACA
697
Ascension Capital Advisors
Texas
$291K
SIS
698
Strategic Investment Solutions
Illinois
$290K
HIP
699
HUB Investment Partners
Texas
$290K
EAM
700
Everstar Asset Management
North Carolina
$286K