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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
LA
101
LexAurum Advisors
Kansas
$11.3M
FFA
102
Farther Finance Advisors
California
$11.3M
BIG
103
Bush Investment Group
Georgia
$11.2M
PMG
104
ProVise Management Group
Florida
$11M
HSA
105
HBK Sorce Advisory
Pennsylvania
$10.9M
OFG
106
Omega Financial Group
California
$10.9M
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$10.8M
NSAM
108
North Star Asset Management
Wisconsin
$10.7M
WTC
109
WhitTier Trust Company
Nevada
$10.7M
NFG
110
Nadler Financial Group
Illinois
$10.6M
EGWAG
111
Elwood & Goetz Wealth Advisory Group
Georgia
$10.6M
TPW
112
Tiller Private Wealth
Pennsylvania
$10.6M
LIM
113
Leavell Investment Management
Alabama
$10.6M
CA
114
Clearstead Advisors
Ohio
$10.5M
CKAIS
115
Christensen King & Associates Investment Services
Washington
$10.5M
WANY
116
Wealthspire Advisors (New York)
New York
$10.4M
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$10.4M
KCPG
118
Kavar Capital Partners Group
Kansas
$10.2M
SWA
119
Sightline Wealth Advisors
Connecticut
$10.2M
MIA
120
Milestone Investment Advisors
Wisconsin
$10.1M
LFG
121
Larson Financial Group
Missouri
$10M
MCC
122
Money Concepts Capital
Florida
$10M
LCC
123
Lincoln Capital Corp
Rhode Island
$9.98M
AWM
124
Avior Wealth Management
Nebraska
$9.94M
MTIC
125
Missouri Trust & Investment Company
Missouri
$9.75M