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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
NFW
51
Noble Family Wealth
Florida
$19.9M
BAM
52
Berkshire Asset Management
Pennsylvania
$19.8M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$19M
EL
54
Essex LLC
Illinois
$18.9M
SIC
55
Salem Investment Counselors
North Carolina
$18.8M
BFG
56
Bleakley Financial Group
New Jersey
$18.7M
PMFA
57
Plante Moran Financial Advisors
Michigan
$18.7M
JIC
58
Johnson Investment Counsel
Ohio
$18.5M
BSB
59
Bangor Savings Bank
Maine
$18.4M
DP
60
Denver PWM
Colorado
$18.3M
MFGP
61
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M
Osaic Holdings
62
Osaic Holdings
Arizona
$17.4M
FWP
63
FAS Wealth Partners
Kansas
$16.8M
JP Morgan Chase
64
JP Morgan Chase
New York
$16.7M
FNC
65
First National Corp
Massachusetts
$16.3M
AMG
66
Asset Management Group
Connecticut
$16.2M
MCM
67
MAI Capital Management
Ohio
$16M
BEI
68
Benjamin Edwards Inc
Missouri
$15.8M
SFP
69
Sherwood Financial Partners
California
$15.3M
TSWM
70
Triangle Securities Wealth Management
North Carolina
$15.3M
Goldman Sachs
71
Goldman Sachs
New York
$15.2M
HFS
72
Horizon Financial Services
North Carolina
$14.9M
PAI
73
Pittenger & Anderson Inc
Nebraska
$14.8M
HWA
74
HHM Wealth Advisors
Tennessee
$14.8M
Wells Fargo
75
Wells Fargo
California
$14.7M