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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
DWM
201
Diversify Wealth Management
Utah
$4.29M
GVAG
202
Great Valley Advisor Group
Delaware
$4.27M
CM
203
Columbus Macro
Pennsylvania
$4.21M
VFS
204
Valpey Financial Services
New Hampshire
$4.21M
AOWM
205
Alpha Omega Wealth Management
Virginia
$4.2M
Betterment LLC
206
Betterment LLC
New York
$4.17M
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
ACM
208
Arcataur Capital Management
Wisconsin
$4.1M
SFMG
209
Sage Financial Management Group
Virginia
$4.07M
SLT
210
St Louis Trust
Missouri
$4M
PWM
211
Perigon Wealth Management
California
$3.97M
RCM
212
Richardson Capital Management
Wisconsin
$3.94M
BWG
213
Balanced Wealth Group
Ohio
$3.87M
Stifel Financial
214
Stifel Financial
Missouri
$3.84M
MWM
215
Modern Wealth Management
Kansas
$3.83M
CFG
216
Citizens Financial Group
Rhode Island
$3.82M
Fidelity Investments
217
Fidelity Investments
Massachusetts
$3.82M
AF
218
Apollon Financial
South Carolina
$3.81M
AWA
219
Acorn Wealth Advisors
Michigan
$3.8M
VCM
220
Vivaldi Capital Management
Illinois
$3.79M
EF
221
Envision Financial
Wisconsin
$3.76M
WMG
222
WESCAP Management Group
California
$3.76M
LBC
223
Lowe Brockenbrough & Co
Virginia
$3.75M
EFG
224
Everhart Financial Group
Ohio
$3.75M
RC
225
Roundview Capital
New Jersey
$3.75M