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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
SC
76
Savant Capital
Illinois
$14.5M
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$14.4M
HG
78
Harbor Group
New Hampshire
$14.2M
TLP
79
Trinity Legacy Partners
Texas
$14.1M
WF
80
Womack Financial
Texas
$13.8M
CMP
81
Courage Miller Partners
Virginia
$13.7M
SIG
82
Spinnaker Investment Group
California
$13.5M
CCA
83
Clearwater Capital Advisors
Illinois
$13.3M
IAS
84
IMA Advisory Services
Colorado
$13.3M
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.1M
CCFM
86
Clear Creek Financial Management
Washington
$13M
FFN
87
Focus Financial Network
Minnesota
$12.9M
WCFP
88
White & Co Financial Planning
Washington
$12.8M
LPAM
89
Lodestar Private Asset Management
California
$12.3M
FTS
90
Fifth Third Securities
Ohio
$12.2M
SJIM
91
St. Johns Investment Management
Florida
$12M
PSP
92
Pacific Sage Partners
Washington
$11.8M
FCM
93
Fortis Capital Management
Washington
$11.7M
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$11.5M
PFM
95
Peak Financial Management
Massachusetts
$11.5M
MML Investors Services
96
MML Investors Services
Massachusetts
$11.5M
AWMG
97
Alliance Wealth Management Group
New Jersey
$11.4M
TCM
98
Towercrest Capital Management
Pennsylvania
$11.4M
DC
99
Davenport & Co
Virginia
$11.3M
VNA
100
Valley National Advisers
Pennsylvania
$11.3M