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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
GLF
801
Groupe la Francaise
France
$175K
MNA
802
Manning & Napier Advisors
New York
$174K
DSC
803
Duncker Streett & Co
Missouri
$161K
BONH
804
Bank of New Hampshire
New Hampshire
$152K
PK
805
Pflug Koory
Nebraska
$151K
ADL
806
Asset Dedication LLC
California
$147K
NG
807
NWK Group
California
$147K
KFI
808
Key Financial Inc
Pennsylvania
$146K
FG
809
Fairman Group
Pennsylvania
$146K
DCM
810
Davis Capital Management
Florida
$144K
GIM
811
Glenmede Investment Management
Pennsylvania
$140K
CAL
812
Capital Analysts LLC
Pennsylvania
$137K
RDFA
813
Ritter Daniher Financial Advisory
Ohio
$136K
CA
814
CoreCap Advisors
Michigan
$129K
SFC
815
SYM Financial Corp
Indiana
$128K
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K
S
817
SignatureFD
Georgia
$126K
EA
818
Evolution Advisers
Virginia
$124K
BF
819
BOK Financial
Oklahoma
$123K
MAFA
820
MJT & Associates Financial Advisory
Minnesota
$117K
SGK
821
Steigerwald Gordon & Koch
Virginia
$116K
RMP
822
Richards, Merrill & Peterson
Washington
$113K
FCT
823
First Community Trust
Iowa
$104K
AssetMark Inc
824
AssetMark Inc
California
$104K
Russell Investments Group
825
Russell Investments Group
United Kingdom
$103K