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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
BAMG
101
Brand Asset Management Group
Missouri
$11.3M
LA
102
LexAurum Advisors
Kansas
$11.3M
FFA
103
Farther Finance Advisors
California
$11.3M
BIG
104
Bush Investment Group
Georgia
$11.2M
PMG
105
ProVise Management Group
Florida
$11M
HSA
106
HBK Sorce Advisory
Pennsylvania
$10.9M
OFG
107
Omega Financial Group
California
$10.9M
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$10.8M
NSAM
109
North Star Asset Management
Wisconsin
$10.7M
WTC
110
WhitTier Trust Company
Nevada
$10.7M
NFG
111
Nadler Financial Group
Illinois
$10.6M
EGWAG
112
Elwood & Goetz Wealth Advisory Group
Georgia
$10.6M
TPW
113
Tiller Private Wealth
Pennsylvania
$10.6M
LIM
114
Leavell Investment Management
Alabama
$10.6M
CA
115
Clearstead Advisors
Ohio
$10.5M
CKAIS
116
Christensen King & Associates Investment Services
Washington
$10.5M
WANY
117
Wealthspire Advisors (New York)
New York
$10.4M
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$10.4M
KCPG
119
Kavar Capital Partners Group
Kansas
$10.2M
SWA
120
Sightline Wealth Advisors
Connecticut
$10.2M
MIA
121
Milestone Investment Advisors
Wisconsin
$10.1M
LFG
122
Larson Financial Group
Missouri
$10M
MCC
123
Money Concepts Capital
Florida
$10M
LCC
124
Lincoln Capital Corp
Rhode Island
$9.98M
AWM
125
Avior Wealth Management
Nebraska
$9.94M