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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
MTIC
126
Missouri Trust & Investment Company
Missouri
$9.75M
LF
127
Lee Financial
Texas
$9.73M
HWM
128
HB Wealth Management
Georgia
$9.67M
AQR Capital Management
129
AQR Capital Management
Connecticut
$9.63M
Charles Schwab
130
Charles Schwab
California
$9.61M
GCA
131
Gradient Capital Advisors
California
$9.53M
Lido Advisors
132
Lido Advisors
California
$9.48M
AF
133
Allworth Financial
California
$9.45M
Truist Financial
134
Truist Financial
North Carolina
$9.45M
MSFS
135
Main Street Financial Solutions
Pennsylvania
$9.1M
BWM
136
Bernard Wealth Management
Michigan
$9.03M
PIMG
137
Patriot Investment Management Group
Tennessee
$9M
ATWA
138
Arbor Trust Wealth Advisors
Michigan
$8.79M
VWA
139
Visionary Wealth Advisors
Illinois
$8.74M
TPI
140
Trust Point Inc
Wisconsin
$8.53M
WT
141
Whittier Trust
California
$8.49M
VFIC
142
Valley Forge Investment Consultants
Pennsylvania
$8.44M
AFP
143
Ausdal Financial Partners
Iowa
$8.37M
BDF
144
Black Diamond Financial
Maryland
$8.21M
MFT
145
Moisand Fitzgerald Tamayo
Florida
$8.06M
MWP
146
Meridian Wealth Partners
Pennsylvania
$7.87M
SF
147
Schaeffer Financial
Maryland
$7.79M
SS
148
Sunbelt Securities
Texas
$7.78M
CSP
149
Cary Street Partners
Virginia
$7.61M
PVAMC
150
PPS&V Asset Management Consultants
Michigan
$7.58M