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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
CT
876
Clearstead Trust
Maine
$21.4K
HHGA
877
Halbert Hargrove Global Advisors
California
$19.3K
GWM
878
GSB Wealth Management
Connecticut
$19K
TFA
879
Toth Financial Advisory
Virginia
$19K
MSG
880
Main Street Group
Virginia
$19K
HCM
881
Hollencrest Capital Management
California
$17.5K
AWM
882
Angeles Wealth Management
California
$16.6K
PC
883
Promus Capital
Illinois
$16.4K
TCM
884
Tradewinds Capital Management
Washington
$14.9K
AWM
885
Accredited Wealth Management
Kentucky
$14.9K
JFG
886
JDM Financial Group
Texas
$14.2K
DI
887
DAGCO Inc
Ohio
$13.5K
RFG
888
REAP Financial Group
Texas
$13.5K
National Bank of Canada
889
National Bank of Canada
Quebec, Canada
$13.3K
DJSG
890
D.J. St. Germain
Massachusetts
$13.3K
ME
891
McIlrath & Eck
Washington
$11.7K
AEPWM
892
Atlantic Edge Private Wealth Management
Florida
$11.6K
PIS
893
POM Investment Strategies
North Carolina
$11.1K
TCM
894
TruNorth Capital Management
Michigan
$11K
HCM
895
Horrell Capital Management
Arkansas
$10.7K
VWM
896
Valley Wealth Managers
New Jersey
$10.1K
SL
897
Salomon & Ludwin
Virginia
$9.28K
AIC
898
Archer Investment Corporation
Indiana
$8.66K
CT
899
Colonial Trust
South Carolina
$8.45K
BFPW
900
BOK Financial Private Wealth
Colorado
$8.09K