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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
AW
751
Avion Wealth
Texas
$238K
VBFP
752
Valtinson Bruner Financial Planning
Minnesota
$236K
AP
753
Appleton Partners
Massachusetts
$236K
PAMG
754
Patton Albertson Miller Group
Tennessee
$236K
KeyBank National Association
755
KeyBank National Association
Ohio
$235K
FM
756
Family Management
New York
$234K
FNT
757
First National Trust
Pennsylvania
$234K
ODIJL
758
One Day In July LLC
Vermont
$233K
SCA
759
Snowden Capital Advisors
New York
$233K
HWM
760
Heirloom Wealth Management
Colorado
$230K
PIM
761
Penobscot Investment Management
Massachusetts
$229K
SI
762
Stephens Inc
Arkansas
$228K
LC
763
LCNB Corp
Ohio
$228K
PA
764
Procyon Advisors
Connecticut
$226K
RIM
765
Rockbridge Investment Management
New York
$223K
OPW
766
Osprey Private Wealth
New York
$222K
CIC
767
Carnegie Investment Counsel
Ohio
$221K
MIP
768
Marietta Investment Partners
Wisconsin
$221K
BC
769
Barnett & Company
Tennessee
$221K
CST
770
Charles Schwab Trust
Nevada
$220K
EWM
771
Evercore Wealth Management
New York
$217K
PWM
772
Peterson Wealth Management
Nevada
$216K
AFA
773
Arlington Financial Advisors
California
$216K
FFM
774
Forum Financial Management
Illinois
$216K
RF
775
Robbins Farley
New Hampshire
$216K