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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
NYLIM
176
New York Life Investment Management
New York
$5.8M
CPA
177
Cathy Pareto & Associates
Florida
$5.7M
NOI
178
Newton One Investments
Delaware
$5.69M
PFA
179
Pure Financial Advisors
California
$5.67M
PAG
180
Private Advisor Group
New Jersey
$5.54M
TYCC
181
Texas Yale Capital Corp
Florida
$5.46M
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5.29M
OFS
183
OneAscent Financial Services
Alabama
$5.22M
GG
184
Gleason Group
Kentucky
$5.2M
BBW
185
Blue Barn Wealth
Utah
$5.2M
PAG
186
Powers Advisory Group
Illinois
$5.18M
AF
187
Advisornet Financial
Minnesota
$5.15M
Northern Trust
188
Northern Trust
Illinois
$5.07M
MAS
189
Madden Advisory Services
Florida
$5.01M
MCM
190
Mengis Capital Management
Oregon
$4.98M
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$4.91M
MAM
192
McCarthy Asset Management
California
$4.83M
B
193
Birchbrook
Maine
$4.83M
HWA
194
Hilltop Wealth Advisors
North Carolina
$4.72M
MI
195
Moneywise Inc
Virginia
$4.68M
GPFA
196
Game Plan Financial Advisors
Ohio
$4.55M
FIC
197
Family Investment Center
Missouri
$4.49M
NDSI
198
Newman Dignan & Sheerar Inc
Rhode Island
$4.44M
LIM
199
Lathrop Investment Management
Arkansas
$4.4M
KAS
200
Kestra Advisory Services
Texas
$4.39M