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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
TSS
951
Two Sigma Securities
New York
NCM
952
Next Capital Management
New York
IPA
953
Investment Planning Advisors
Georgia
RWM
954
Revisor Wealth Management
Ohio
SI
955
Shaker Investments
Ohio
ESB
956
Essex Savings Bank
Connecticut
TIM
957
Total Investment Management
Arizona
BBHC
958
Brown Brothers Harriman & Co
New York
BIG
959
Brooklyn Investment Group
New York
TCM
960
Traub Capital Management
Massachusetts
BA
961
Bellwether Advisors
Nebraska
AAP
962
Arax Advisory Partners
Colorado
MAWAG
963
Mid-American Wealth Advisory Group
Missouri
TC
964
Truvestments Capital
Florida
EWA
965
Elevate Wealth Advisory
Georgia
TAM
966
Tucker Asset Management
Colorado
BCMLT
967
Beacon Capital Management LLC (Tennessee)
Tennessee
AG
968
AmeriFlex Group
Nevada
DRP
969
Decker Retirement Planning
Utah
Qube Research & Technologies (QRT)
970
Qube Research & Technologies (QRT)
United Kingdom
RI
971
Ridgewood Investments
New Jersey
EWM
972
Evolution Wealth Management
Florida
AWM
973
Atticus Wealth Management
Florida
PA
974
Pineridge Advisors
Missouri
Simplex Trading
975
Simplex Trading
Illinois