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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
VWM
901
Valley Wealth Managers
New Jersey
$10.1K
SL
902
Salomon & Ludwin
Virginia
$9.28K
AIC
903
Archer Investment Corporation
Indiana
$8.66K
CT
904
Colonial Trust
South Carolina
$8.45K
BFPW
905
BOK Financial Private Wealth
Colorado
$8.09K
HBW
906
Hazlett, Burt & Watson
West Virginia
$8K
CFB
907
Cullen/Frost Bankers
Texas
$7.18K
PIP
908
Peachtree Investment Partners
Florida
$6.48K
APW
909
Atlantic Private Wealth
North Carolina
$6.47K
BAM
910
Bellevue Asset Management
Washington
$6.05K
CPG
911
Cornerstone Planning Group
New Jersey
$6.01K
HWA
912
Heritage Wealth Advisors
Virginia
$5.88K
KWM
913
Kiker Wealth Management
Georgia
$5.45K
GWSG
914
GPS Wealth Strategies Group
Colorado
$5.17K
ACM
915
Anfield Capital Management
California
$5.16K
WW
916
Winnow Wealth
Texas
$4.29K
CCMW
917
Cypress Capital Management (Wyoming)
Wyoming
$4.18K
CSC
918
Caldwell Sutter Capital
California
$3.89K
OPTFSNA
919
Old Point Trust & Financial Services N A
Virginia
$3.73K
CJ
920
Caitlin John
Michigan
$3.38K
ETC
921
Exchange Traded Concepts
Oklahoma
$3.23K
CVM
922
Cheviot Value Management
California
$3.23K
FNWA
923
Financial Network Wealth Advisors
Utah
$3.02K
KSWA
924
Kathleen S. Wright Associates
Pennsylvania
$2.93K
PPA
925
Painted Porch Advisors
California
$2.58K