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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$9.63M
Charles Schwab
127
Charles Schwab
California
$9.61M
GCA
128
Gradient Capital Advisors
California
$9.53M
Lido Advisors
129
Lido Advisors
California
$9.48M
Truist Financial
130
Truist Financial
North Carolina
$9.45M
MSFS
131
Main Street Financial Solutions
Pennsylvania
$9.1M
BWM
132
Bernard Wealth Management
Michigan
$9.03M
PIMG
133
Patriot Investment Management Group
Tennessee
$9M
ATWA
134
Arbor Trust Wealth Advisors
Michigan
$8.79M
VWA
135
Visionary Wealth Advisors
Illinois
$8.74M
TPI
136
Trust Point Inc
Wisconsin
$8.53M
WT
137
Whittier Trust
California
$8.49M
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$8.44M
AFP
139
Ausdal Financial Partners
Iowa
$8.37M
BDF
140
Black Diamond Financial
Maryland
$8.21M
MFT
141
Moisand Fitzgerald Tamayo
Florida
$8.06M
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.87M
SF
143
Schaeffer Financial
Maryland
$7.79M
SS
144
Sunbelt Securities
Texas
$7.78M
CSP
145
Cary Street Partners
Virginia
$7.61M
PVAMC
146
PPS&V Asset Management Consultants
Michigan
$7.58M
AMM
147
American Money Management
California
$7.58M
BWM
148
Brown Wealth Management
Illinois
$7.38M
Baird Financial Group
149
Baird Financial Group
Wisconsin
$7.34M
JCM
150
Jacobi Capital Management
Pennsylvania
$7.23M