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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
PCA
776
Prosperity Capital Advisors
Ohio
$212K
OC
777
Optima Capital
Oregon
$211K
RPA
778
Rock Point Advisors
Vermont
$210K
TWM
779
Topsail Wealth Management
North Carolina
$210K
ACI
780
Alpha Cubed Investments
California
$208K
HP
781
HT Partners
Connecticut
$208K
HCM
782
Hengehold Capital Management
Ohio
$207K
AMIM
783
Aull & Monroe Investment Management
Alabama
$206K
CIP
784
Capital Insight Partners
Arizona
$206K
WFS
785
WealthGarden F.S.
California
$205K
Neuberger Berman Group
786
Neuberger Berman Group
New York
$205K
CICC
787
Capital Investment Counsel (Colorado)
Colorado
$203K
FWCM
788
Ferguson Wellman Capital Management
Oregon
$203K
GCM
789
Glaxis Capital Management
Florida
$203K
WCFA
790
Walkner Condon Financial Advisors
Wisconsin
$202K
OAM
791
Oppenheimer Asset Management
New York
$201K
CWA
792
Canvas Wealth Advisors
Kansas
$201K
JIC
793
Joel Isaacson & Co
New York
$200K
BA
794
Ballast Advisors
Minnesota
$199K
MA
795
Montag & Associates
Georgia
$197K
SWA
796
SOA Wealth Advisors
New York
$179K
GLF
797
Groupe la Francaise
France
$175K
MNA
798
Manning & Napier Advisors
New York
$174K
DSC
799
Duncker Streett & Co
Missouri
$161K
BONH
800
Bank of New Hampshire
New Hampshire
$152K