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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
BAM
51
Berkshire Asset Management
Pennsylvania
$19.8M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$19M
EL
53
Essex LLC
Illinois
$18.9M
SIC
54
Salem Investment Counselors
North Carolina
$18.8M
BFG
55
Bleakley Financial Group
New Jersey
$18.7M
PMFA
56
Plante Moran Financial Advisors
Michigan
$18.7M
JIC
57
Johnson Investment Counsel
Ohio
$18.5M
BSB
58
Bangor Savings Bank
Maine
$18.4M
DP
59
Denver PWM
Colorado
$18.3M
MFGP
60
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M
Osaic Holdings
61
Osaic Holdings
Arizona
$17.4M
FWP
62
FAS Wealth Partners
Kansas
$16.8M
JP Morgan Chase
63
JP Morgan Chase
New York
$16.7M
FNC
64
First National Corp
Massachusetts
$16.3M
AMG
65
Asset Management Group
Connecticut
$16.2M
MCM
66
MAI Capital Management
Ohio
$16M
BEI
67
Benjamin Edwards Inc
Missouri
$15.8M
SFP
68
Sherwood Financial Partners
California
$15.3M
TSWM
69
Triangle Securities Wealth Management
North Carolina
$15.3M
Goldman Sachs
70
Goldman Sachs
New York
$15.2M
HFS
71
Horizon Financial Services
North Carolina
$14.9M
PAI
72
Pittenger & Anderson Inc
Nebraska
$14.8M
HWA
73
HHM Wealth Advisors
Tennessee
$14.8M
Wells Fargo
74
Wells Fargo
California
$14.7M
SC
75
Savant Capital
Illinois
$14.5M