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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$14.4M
HG
77
Harbor Group
New Hampshire
$14.2M
TLP
78
Trinity Legacy Partners
Texas
$14.1M
CMP
79
Courage Miller Partners
Virginia
$13.7M
SIG
80
Spinnaker Investment Group
California
$13.5M
CCA
81
Clearwater Capital Advisors
Illinois
$13.3M
IAS
82
IMA Advisory Services
Colorado
$13.3M
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.1M
CCFM
84
Clear Creek Financial Management
Washington
$13M
FFN
85
Focus Financial Network
Minnesota
$12.9M
WCFP
86
White & Co Financial Planning
Washington
$12.8M
LPAM
87
Lodestar Private Asset Management
California
$12.3M
FTS
88
Fifth Third Securities
Ohio
$12.2M
SJIM
89
St. Johns Investment Management
Florida
$12M
PSP
90
Pacific Sage Partners
Washington
$11.8M
FCM
91
Fortis Capital Management
Washington
$11.7M
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$11.5M
PFM
93
Peak Financial Management
Massachusetts
$11.5M
MML Investors Services
94
MML Investors Services
Massachusetts
$11.5M
AWMG
95
Alliance Wealth Management Group
New Jersey
$11.4M
TCM
96
Towercrest Capital Management
Pennsylvania
$11.4M
DC
97
Davenport & Co
Virginia
$11.3M
VNA
98
Valley National Advisers
Pennsylvania
$11.3M
BAMG
99
Brand Asset Management Group
Missouri
$11.3M
LA
100
LexAurum Advisors
Kansas
$11.3M