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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
JHCP
851
Jackson Hole Capital Partners
Oklahoma
$48.9K
NSIM
852
North Star Investment Management
Illinois
$47.3K
CMP
853
Coston McIsaac & Partners
Maine
$47K
OHWP
854
Oak Harbor Wealth Partners
North Carolina
$46.2K
GWM
855
Geneos Wealth Management
Colorado
$43.8K
DF
856
DecisionPoint Financial
Arizona
$42.2K
RF
857
Roxbury Financial
New Jersey
$40.7K
CCMI
858
Creative Capital Management Investments
California
$39.6K
UB
859
UMB Bank
Missouri
$39.2K
GWS
860
Glassman Wealth Services
Virginia
$38.6K
PCA
861
Providence Capital Advisors
North Carolina
$38.1K
GA
862
Guerra Advisors
Florida
$33.1K
CI
863
Cordant Inc
Oregon
$32.3K
BCM
864
Blume Capital Management
California
$31.1K
Fifth Third Bancorp
865
Fifth Third Bancorp
Ohio
$29.6K
TCOV
866
Trust Company of Vermont
Vermont
$28.1K
AP
867
Atwood & Palmer
Missouri
$26.3K
HR
868
Howe & Rusling
New York
$23.3K
RIL
869
Rothschild Investment LLC
Illinois
$23.2K
UFPG
870
United Financial Planning Group
New York
$23K
PWAM
871
Private Wealth Asset Management
Iowa
$22.6K
NS
872
NBC Securities
Alabama
$22.3K
CAM
873
Costello Asset Management
Pennsylvania
$22K
SIS
874
Sound Income Strategies
Florida
$21.7K
CTC
875
Central Trust Company
Missouri
$21.5K