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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
BWM
151
Brown Wealth Management
Illinois
$7.38M
Baird Financial Group
152
Baird Financial Group
Wisconsin
$7.34M
JCM
153
Jacobi Capital Management
Pennsylvania
$7.23M
JJBC
154
James J. Burns & Company
New York
$7.21M
BSAM
155
Blue Square Asset Management
New York
$7.09M
MWM
156
Meridian Wealth Management
Kentucky
$7.07M
CAM
157
Cresset Asset Management
Illinois
$7.01M
PWA
158
Peterson Wealth Advisors
Utah
$6.98M
WPIC
159
White Pine Investment Company
Michigan
$6.72M
BP
160
Broadleaf Partners
Ohio
$6.67M
FLFS
161
Family Legacy Financial Solutions
North Carolina
$6.67M
CFIA
162
Cantor Fitzgerald Investment Advisors
New York
$6.61M
GCP
163
Gill Capital Partners
Colorado
$6.52M
FSWA
164
Financial Synergies Wealth Advisors
Texas
$6.51M
MF
165
Manchester Financial
California
$6.46M
KBFS
166
Kohmann Bosshard Financial Services
Ohio
$6.39M
BlackRock
167
BlackRock
New York
$6.28M
MFG
168
Merit Financial Group
Georgia
$6.25M
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$6.09M
BCM
170
Brookstone Capital Management
Illinois
$6.09M
AIM
171
Anchor Investment Management
South Carolina
$6.07M
RWM
172
Reston Wealth Management
Virginia
$6M
SOS
173
Silver Oak Securities
Tennessee
$5.98M
DFA
174
DHJJ Financial Advisors
Illinois
$5.94M
NYLIM
175
New York Life Investment Management
New York
$5.8M