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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
PK
801
Pflug Koory
Nebraska
$151K
ADL
802
Asset Dedication LLC
California
$147K
NG
803
NWK Group
California
$147K
KFI
804
Key Financial Inc
Pennsylvania
$146K
FG
805
Fairman Group
Pennsylvania
$146K
DCM
806
Davis Capital Management
Florida
$144K
GIM
807
Glenmede Investment Management
Pennsylvania
$140K
CAL
808
Capital Analysts LLC
Pennsylvania
$137K
RDFA
809
Ritter Daniher Financial Advisory
Ohio
$136K
CA
810
CoreCap Advisors
Michigan
$129K
SFC
811
SYM Financial Corp
Indiana
$128K
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K
S
813
SignatureFD
Georgia
$126K
BF
814
BOK Financial
Oklahoma
$123K
MAFA
815
MJT & Associates Financial Advisory
Minnesota
$117K
SGK
816
Steigerwald Gordon & Koch
Virginia
$116K
RMP
817
Richards, Merrill & Peterson
Washington
$113K
FCT
818
First Community Trust
Iowa
$104K
AssetMark Inc
819
AssetMark Inc
California
$104K
Russell Investments Group
820
Russell Investments Group
United Kingdom
$103K
OA
821
Operose Advisors
Wisconsin
$97.6K
BTI
822
Blue Trust Inc
Georgia
$93.5K
AA
823
Addison Advisors
Vermont
$93K
NC
824
North Capital
Utah
$90.4K
FFA
825
Founders Financial Alliance
North Carolina
$89.2K