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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
OA
826
Operose Advisors
Wisconsin
$97.6K
BTI
827
Blue Trust Inc
Georgia
$93.5K
AA
828
Addison Advisors
Vermont
$93K
NC
829
North Capital
Utah
$90.4K
FFA
830
Founders Financial Alliance
North Carolina
$89.2K
AT
831
Arlington Trust
Alabama
$88.9K
RFP
832
Root Financial Partners
California
$87.5K
MBFW
833
Morton Brown Family Wealth
Pennsylvania
$85.4K
GSWM
834
Golden State Wealth Management
California
$81.5K
BC
835
Bulwark Capital
Florida
$80K
HC
836
Hurley Capital
New York
$78.3K
BIM
837
Breakwater Investment Management
Washington
$75.6K
BHWM
838
Beaird Harris Wealth Management
Texas
$75K
OC
839
Oakworth Capital
Alabama
$71.3K
WSFS
840
Wilmington Savings Fund Society
Delaware
$71.1K
EB
841
Eastern Bank
Massachusetts
$70.2K
MFC
842
Morris Financial Concepts
South Carolina
$67.3K
GFWA
843
Grey Fox Wealth Advisors
Delaware
$63.5K
LWA
844
Lowe Wealth Advisors
Maryland
$63K
IRC
845
Investors Research Corp
Georgia
$62.5K
PCM
846
Palouse Capital Management
Washington
$60.3K
MEG
847
Millstone Evans Group
Colorado
$59.4K
Citigroup
848
Citigroup
New York
$57.1K
HFS
849
Hantz Financial Services
Michigan
$57K
VWM
850
Vermillion Wealth Management
Minnesota
$56.2K