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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
LF
126
Lee Financial
Texas
$9.73M
HWM
127
HB Wealth Management
Georgia
$9.67M
AQR Capital Management
128
AQR Capital Management
Connecticut
$9.63M
Charles Schwab
129
Charles Schwab
California
$9.61M
GCA
130
Gradient Capital Advisors
California
$9.53M
Lido Advisors
131
Lido Advisors
California
$9.48M
AF
132
Allworth Financial
California
$9.45M
Truist Financial
133
Truist Financial
North Carolina
$9.45M
MSFS
134
Main Street Financial Solutions
Pennsylvania
$9.1M
BWM
135
Bernard Wealth Management
Michigan
$9.03M
PIMG
136
Patriot Investment Management Group
Tennessee
$9M
ATWA
137
Arbor Trust Wealth Advisors
Michigan
$8.79M
VWA
138
Visionary Wealth Advisors
Illinois
$8.74M
TPI
139
Trust Point Inc
Wisconsin
$8.53M
WT
140
Whittier Trust
California
$8.49M
VFIC
141
Valley Forge Investment Consultants
Pennsylvania
$8.44M
AFP
142
Ausdal Financial Partners
Iowa
$8.37M
BDF
143
Black Diamond Financial
Maryland
$8.21M
MFT
144
Moisand Fitzgerald Tamayo
Florida
$8.06M
MWP
145
Meridian Wealth Partners
Pennsylvania
$7.87M
SF
146
Schaeffer Financial
Maryland
$7.79M
SS
147
Sunbelt Securities
Texas
$7.78M
CSP
148
Cary Street Partners
Virginia
$7.61M
PVAMC
149
PPS&V Asset Management Consultants
Michigan
$7.58M
AMM
150
American Money Management
California
$7.58M