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