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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
GI
926
GAMMA Investing
California
$2.16K
HDIM
927
Hanson & Doremus Investment Management
Vermont
$2K
CCM
928
Cloud Capital Management
Washington
$2K
GK
929
Graney & King
New York
$1.96K
CPBTD
930
Central Pacific Bank - Trust Division
Hawaii
$1.69K
RF
931
Rossby Financial
Florida
$1.04K
CIA
932
Cape Investment Advisory
Georgia
$711
TH
933
TCTC Holdings
Texas
$178
AWM
934
Abound Wealth Management
Tennessee
$172
NRWA
935
North Ridge Wealth Advisors
Oregon
$1
VIA
936
Victrix Investment Advisors
Florida
VBWMG
937
Von Berge Wealth Management Group
California
Jane Street
938
Jane Street
New York
JCIA
939
Jackson Creek Investment Advisors
Colorado
TNA
940
True North Advisors
Texas
AIP
941
Almanack Investment Partners
Pennsylvania
VWA
942
VSM Wealth Advisory
Maryland
OMC
943
Old Mission Capital
Illinois
EGM
944
Engineers Gate Manager
New York
Susquehanna International Group
945
Susquehanna International Group
Pennsylvania
RW
946
Rede Wealth
Virginia
SWM
947
Silverlake Wealth Management
Vermont
WSWA
948
Warren Street Wealth Advisors
California
PFPT
949
Pinnacle Financial Partners (Tennessee)
Tennessee
LAIC
950
Lederer & Associates Investment Counsel
California