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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
WB
851
Webster Bank
Connecticut
$52.8K
MCM
852
Manchester Capital Management
Vermont
$51.2K
OP
853
ORG Partners
Indiana
$49.8K
SC
854
Stephens Consulting
Michigan
$49.7K
FF
855
Finley Financial
Nevada
$49.4K
JHCP
856
Jackson Hole Capital Partners
Oklahoma
$48.9K
NSIM
857
North Star Investment Management
Illinois
$47.3K
CMP
858
Coston McIsaac & Partners
Maine
$47K
OHWP
859
Oak Harbor Wealth Partners
North Carolina
$46.2K
GWM
860
Geneos Wealth Management
Colorado
$43.8K
DF
861
DecisionPoint Financial
Arizona
$42.2K
RF
862
Roxbury Financial
New Jersey
$40.7K
CCMI
863
Creative Capital Management Investments
California
$39.6K
UB
864
UMB Bank
Missouri
$39.2K
GWS
865
Glassman Wealth Services
Virginia
$38.6K
PCA
866
Providence Capital Advisors
North Carolina
$38.1K
GA
867
Guerra Advisors
Florida
$33.1K
CI
868
Cordant Inc
Oregon
$32.3K
BCM
869
Blume Capital Management
California
$31.1K
Fifth Third Bancorp
870
Fifth Third Bancorp
Ohio
$29.6K
TCOV
871
Trust Company of Vermont
Vermont
$28.1K
AP
872
Atwood & Palmer
Missouri
$26.3K
HR
873
Howe & Rusling
New York
$23.3K
RIL
874
Rothschild Investment LLC
Illinois
$23.2K
UFPG
875
United Financial Planning Group
New York
$23K