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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
FFA
101
Farther Finance Advisors
California
$11.3M
PMG
102
ProVise Management Group
Florida
$11M
HSA
103
HBK Sorce Advisory
Pennsylvania
$10.9M
OFG
104
Omega Financial Group
California
$10.9M
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$10.8M
NSAM
106
North Star Asset Management
Wisconsin
$10.7M
WTC
107
WhitTier Trust Company
Nevada
$10.7M
NFG
108
Nadler Financial Group
Illinois
$10.6M
EGWAG
109
Elwood & Goetz Wealth Advisory Group
Georgia
$10.6M
TPW
110
Tiller Private Wealth
Pennsylvania
$10.6M
LIM
111
Leavell Investment Management
Alabama
$10.6M
CA
112
Clearstead Advisors
Ohio
$10.5M
CKAIS
113
Christensen King & Associates Investment Services
Washington
$10.5M
WANY
114
Wealthspire Advisors (New York)
New York
$10.4M
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$10.4M
KCPG
116
Kavar Capital Partners Group
Kansas
$10.2M
SWA
117
Sightline Wealth Advisors
Connecticut
$10.2M
MIA
118
Milestone Investment Advisors
Wisconsin
$10.1M
LFG
119
Larson Financial Group
Missouri
$10M
MCC
120
Money Concepts Capital
Florida
$10M
LCC
121
Lincoln Capital Corp
Rhode Island
$9.98M
AWM
122
Avior Wealth Management
Nebraska
$9.94M
MTIC
123
Missouri Trust & Investment Company
Missouri
$9.75M
LF
124
Lee Financial
Texas
$9.73M
HWM
125
HB Wealth Management
Georgia
$9.67M