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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
UW
776
Unique Wealth
Florida
$215K
BRWM
777
Blue Rock Wealth Management
North Carolina
$213K
HI
778
Human Investing
Oregon
$213K
FMN
779
Financial Management Network
California
$213K
PCA
780
Prosperity Capital Advisors
Ohio
$212K
OC
781
Optima Capital
Oregon
$211K
RPA
782
Rock Point Advisors
Vermont
$210K
TWM
783
Topsail Wealth Management
North Carolina
$210K
ACI
784
Alpha Cubed Investments
California
$208K
HP
785
HT Partners
Connecticut
$208K
HCM
786
Hengehold Capital Management
Ohio
$207K
AMIM
787
Aull & Monroe Investment Management
Alabama
$206K
CIP
788
Capital Insight Partners
Arizona
$206K
WFS
789
WealthGarden F.S.
California
$205K
Neuberger Berman Group
790
Neuberger Berman Group
New York
$205K
CICC
791
Capital Investment Counsel (Colorado)
Colorado
$203K
FWCM
792
Ferguson Wellman Capital Management
Oregon
$203K
GCM
793
Glaxis Capital Management
Florida
$203K
WCFA
794
Walkner Condon Financial Advisors
Wisconsin
$202K
OAM
795
Oppenheimer Asset Management
New York
$201K
CWA
796
Canvas Wealth Advisors
Kansas
$201K
JIC
797
Joel Isaacson & Co
New York
$200K
BA
798
Ballast Advisors
Minnesota
$199K
MA
799
Montag & Associates
Georgia
$197K
SWA
800
SOA Wealth Advisors
New York
$179K