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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
KeyBank National Association
751
KeyBank National Association
Ohio
$235K
FM
752
Family Management
New York
$234K
FNT
753
First National Trust
Pennsylvania
$234K
ODIJL
754
One Day In July LLC
Vermont
$233K
SCA
755
Snowden Capital Advisors
New York
$233K
HWM
756
Heirloom Wealth Management
Colorado
$230K
PIM
757
Penobscot Investment Management
Massachusetts
$229K
SI
758
Stephens Inc
Arkansas
$228K
LC
759
LCNB Corp
Ohio
$228K
PA
760
Procyon Advisors
Connecticut
$226K
RIM
761
Rockbridge Investment Management
New York
$223K
OPW
762
Osprey Private Wealth
New York
$222K
CIC
763
Carnegie Investment Counsel
Ohio
$221K
MIP
764
Marietta Investment Partners
Wisconsin
$221K
BC
765
Barnett & Company
Tennessee
$221K
CST
766
Charles Schwab Trust
Nevada
$220K
EWM
767
Evercore Wealth Management
New York
$217K
PWM
768
Peterson Wealth Management
Nevada
$216K
AFA
769
Arlington Financial Advisors
California
$216K
FFM
770
Forum Financial Management
Illinois
$216K
RF
771
Robbins Farley
New Hampshire
$216K
UW
772
Unique Wealth
Florida
$215K
BRWM
773
Blue Rock Wealth Management
North Carolina
$213K
HI
774
Human Investing
Oregon
$213K
FMN
775
Financial Management Network
California
$213K