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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
AT
826
Arlington Trust
Alabama
$88.9K
RFP
827
Root Financial Partners
California
$87.5K
MBFW
828
Morton Brown Family Wealth
Pennsylvania
$85.4K
GSWM
829
Golden State Wealth Management
California
$81.5K
BC
830
Bulwark Capital
Florida
$80K
HC
831
Hurley Capital
New York
$78.3K
BIM
832
Breakwater Investment Management
Washington
$75.6K
BHWM
833
Beaird Harris Wealth Management
Texas
$75K
OC
834
Oakworth Capital
Alabama
$71.3K
WSFS
835
Wilmington Savings Fund Society
Delaware
$71.1K
EB
836
Eastern Bank
Massachusetts
$70.2K
MFC
837
Morris Financial Concepts
South Carolina
$67.3K
GFWA
838
Grey Fox Wealth Advisors
Delaware
$63.5K
LWA
839
Lowe Wealth Advisors
Maryland
$63K
IRC
840
Investors Research Corp
Georgia
$62.5K
PCM
841
Palouse Capital Management
Washington
$60.3K
MEG
842
Millstone Evans Group
Colorado
$59.4K
Citigroup
843
Citigroup
New York
$57.1K
HFS
844
Hantz Financial Services
Michigan
$57K
VWM
845
Vermillion Wealth Management
Minnesota
$56.2K
WB
846
Webster Bank
Connecticut
$52.8K
MCM
847
Manchester Capital Management
Vermont
$51.2K
OP
848
ORG Partners
Indiana
$49.8K
SC
849
Stephens Consulting
Michigan
$49.7K
FF
850
Finley Financial
Nevada
$49.4K