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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
CF
726
Centaurus Financial
California
$269K
SC
727
SouthState Corp
Florida
$268K
BW
728
BIP Wealth
Georgia
$268K
CIBC Private Wealth Group
729
CIBC Private Wealth Group
Georgia
$266K
P
730
&Partners
Tennessee
$264K
FF
731
Farnam Financial
Arizona
$263K
FGAM
732
Financial Gravity Asset Management
Texas
$261K
SAM
733
Sherman Asset Management
California
$260K
CCA
734
Clarity Capital Advisors
Florida
$260K
GFG
735
Goldstone Financial Group
Illinois
$259K
YIH
736
Y-Intercept (HK)
Hong Kong
$258K
MOS
737
MGO One Seven
Ohio
$257K
CFG
738
Clayton Financial Group
Missouri
$252K
IAA
739
Independent Advisor Alliance
North Carolina
$249K
GCA
740
Genesee Capital Advisors
New York
$248K
MCCP
741
Mission Creek Capital Partners
California
$247K
PFA
742
Providence Financial Advisors
Kansas
$247K
HIA
743
Harbor Investment Advisory
Maryland
$246K
PWA
744
Portus Wealth Advisors
North Carolina
$244K
MWP
745
Meriwether Wealth & Planning
Louisiana
$244K
KFA
746
Kelleher Financial Advisors
New York
$242K
HGWM
747
Horst & Graben Wealth Management
Oregon
$240K
Empower Advisory Group
748
Empower Advisory Group
Colorado
$240K
SWA
749
Sax Wealth Advisors
New Jersey
$239K
AFTS
750
American Financial & Tax Strategies
New York
$238K