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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
HCA
951
Harbour Capital Advisors
Virginia
PFGIA
952
Patriot Financial Group Insurance Agency
Massachusetts
FFS
953
Founders Financial Securities
Maryland
P
954
Pitcairn
Pennsylvania
FD
955
Financial Designs
California
TSS
956
Two Sigma Securities
New York
NCM
957
Next Capital Management
New York
IPA
958
Investment Planning Advisors
Georgia
RWM
959
Revisor Wealth Management
Ohio
SI
960
Shaker Investments
Ohio
ESB
961
Essex Savings Bank
Connecticut
TIM
962
Total Investment Management
Arizona
BBHC
963
Brown Brothers Harriman & Co
New York
BIG
964
Brooklyn Investment Group
New York
TCM
965
Traub Capital Management
Massachusetts
BA
966
Bellwether Advisors
Nebraska
AAP
967
Arax Advisory Partners
Colorado
MAWAG
968
Mid-American Wealth Advisory Group
Missouri
TC
969
Truvestments Capital
Florida
EWA
970
Elevate Wealth Advisory
Georgia
TAM
971
Tucker Asset Management
Colorado
BCMLT
972
Beacon Capital Management LLC (Tennessee)
Tennessee
AG
973
AmeriFlex Group
Nevada
DRP
974
Decker Retirement Planning
Utah
Qube Research & Technologies (QRT)
975
Qube Research & Technologies (QRT)
United Kingdom