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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
RF
926
Rossby Financial
Florida
$1.04K
CIA
927
Cape Investment Advisory
Georgia
$711
TH
928
TCTC Holdings
Texas
$178
AWM
929
Abound Wealth Management
Tennessee
$172
NRWA
930
North Ridge Wealth Advisors
Oregon
$1
VIA
931
Victrix Investment Advisors
Florida
VBWMG
932
Von Berge Wealth Management Group
California
Jane Street
933
Jane Street
New York
JCIA
934
Jackson Creek Investment Advisors
Colorado
TNA
935
True North Advisors
Texas
AIP
936
Almanack Investment Partners
Pennsylvania
VWA
937
VSM Wealth Advisory
Maryland
OMC
938
Old Mission Capital
Illinois
EGM
939
Engineers Gate Manager
New York
Susquehanna International Group
940
Susquehanna International Group
Pennsylvania
RW
941
Rede Wealth
Virginia
SWM
942
Silverlake Wealth Management
Vermont
WSWA
943
Warren Street Wealth Advisors
California
PFP
944
Pinnacle Financial Partners
Tennessee
LAIC
945
Lederer & Associates Investment Counsel
California
HCA
946
Harbour Capital Advisors
Virginia
PFGIA
947
Patriot Financial Group Insurance Agency
Massachusetts
FFS
948
Founders Financial Securities
Maryland
P
949
Pitcairn
Pennsylvania
FD
950
Financial Designs
California