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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
PWAM
876
Private Wealth Asset Management
Iowa
$22.6K
NS
877
NBC Securities
Alabama
$22.3K
CAM
878
Costello Asset Management
Pennsylvania
$22K
SIS
879
Sound Income Strategies
Florida
$21.7K
CTC
880
Central Trust Company
Missouri
$21.5K
CT
881
Clearstead Trust
Maine
$21.4K
HHGA
882
Halbert Hargrove Global Advisors
California
$19.3K
GWM
883
GSB Wealth Management
Connecticut
$19K
TFA
884
Toth Financial Advisory
Virginia
$19K
MSG
885
Main Street Group
Virginia
$19K
HCM
886
Hollencrest Capital Management
California
$17.5K
AWM
887
Angeles Wealth Management
California
$16.6K
PC
888
Promus Capital
Illinois
$16.4K
TCM
889
Tradewinds Capital Management
Washington
$14.9K
AWM
890
Accredited Wealth Management
Kentucky
$14.9K
JFG
891
JDM Financial Group
Texas
$14.2K
DI
892
DAGCO Inc
Ohio
$13.5K
RFG
893
REAP Financial Group
Texas
$13.5K
National Bank of Canada
894
National Bank of Canada
Quebec, Canada
$13.3K
DJSG
895
D.J. St. Germain
Massachusetts
$13.3K
ME
896
McIlrath & Eck
Washington
$11.7K
AEPWM
897
Atlantic Edge Private Wealth Management
Florida
$11.6K
PIS
898
POM Investment Strategies
North Carolina
$11.1K
TCM
899
TruNorth Capital Management
Michigan
$11K
HCM
900
Horrell Capital Management
Arkansas
$10.7K