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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
HBW
901
Hazlett, Burt & Watson
West Virginia
$8K
CFB
902
Cullen/Frost Bankers
Texas
$7.18K
PIP
903
Peachtree Investment Partners
Florida
$6.48K
APW
904
Atlantic Private Wealth
North Carolina
$6.47K
BAM
905
Bellevue Asset Management
Washington
$6.05K
CPG
906
Cornerstone Planning Group
New Jersey
$6.01K
HWA
907
Heritage Wealth Advisors
Virginia
$5.88K
KWM
908
Kiker Wealth Management
Georgia
$5.45K
GWSG
909
GPS Wealth Strategies Group
Colorado
$5.17K
ACM
910
Anfield Capital Management
California
$5.16K
WW
911
Winnow Wealth
Texas
$4.29K
CCMW
912
Cypress Capital Management (Wyoming)
Wyoming
$4.18K
CSC
913
Caldwell Sutter Capital
California
$3.89K
OPTFSNA
914
Old Point Trust & Financial Services N A
Virginia
$3.73K
CJ
915
Caitlin John
Michigan
$3.38K
ETC
916
Exchange Traded Concepts
Oklahoma
$3.23K
CVM
917
Cheviot Value Management
California
$3.23K
FNWA
918
Financial Network Wealth Advisors
Utah
$3.02K
KSWA
919
Kathleen S. Wright Associates
Pennsylvania
$2.93K
PPA
920
Painted Porch Advisors
California
$2.58K
GI
921
GAMMA Investing
California
$2.16K
HDIM
922
Hanson & Doremus Investment Management
Vermont
$2K
CCM
923
Cloud Capital Management
Washington
$2K
GK
924
Graney & King
New York
$1.96K
CPBTD
925
Central Pacific Bank - Trust Division
Hawaii
$1.69K