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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
CPA
176
Cathy Pareto & Associates
Florida
$5.7M
NOI
177
Newton One Investments
Delaware
$5.69M
PFA
178
Pure Financial Advisors
California
$5.67M
PAG
179
Private Advisor Group
New Jersey
$5.54M
TYCC
180
Texas Yale Capital Corp
Florida
$5.46M
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$5.29M
OFS
182
OneAscent Financial Services
Alabama
$5.22M
GG
183
Gleason Group
Kentucky
$5.2M
BBW
184
Blue Barn Wealth
Utah
$5.2M
PAG
185
Powers Advisory Group
Illinois
$5.18M
AF
186
Advisornet Financial
Minnesota
$5.15M
Northern Trust
187
Northern Trust
Illinois
$5.07M
MAS
188
Madden Advisory Services
Florida
$5.01M
MCM
189
Mengis Capital Management
Oregon
$4.98M
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$4.91M
MAM
191
McCarthy Asset Management
California
$4.83M
B
192
Birchbrook
Maine
$4.83M
HWA
193
Hilltop Wealth Advisors
North Carolina
$4.72M
MI
194
Moneywise Inc
Virginia
$4.68M
GPFA
195
Game Plan Financial Advisors
Ohio
$4.55M
FIC
196
Family Investment Center
Missouri
$4.49M
NDSI
197
Newman Dignan & Sheerar Inc
Rhode Island
$4.44M
LIM
198
Lathrop Investment Management
Arkansas
$4.4M
KAS
199
Kestra Advisory Services
Texas
$4.39M
SCM
200
Steele Capital Management
Iowa
$4.38M