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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
SCM
201
Steele Capital Management
Iowa
$4.38M
ISWM
202
Independent Solutions Wealth Management
New York
$4.34M
CP
203
Creekside Partners
California
$4.34M
CW
204
Code Waechter
Florida
$4.32M
DWM
205
Diversify Wealth Management
Utah
$4.29M
GVAG
206
Great Valley Advisor Group
Delaware
$4.27M
CM
207
Columbus Macro
Pennsylvania
$4.21M
VFS
208
Valpey Financial Services
New Hampshire
$4.21M
AOWM
209
Alpha Omega Wealth Management
Virginia
$4.2M
Betterment LLC
210
Betterment LLC
New York
$4.17M
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
ACM
212
Arcataur Capital Management
Wisconsin
$4.1M
SFMG
213
Sage Financial Management Group
Virginia
$4.07M
SLT
214
St Louis Trust
Missouri
$4M
PWM
215
Perigon Wealth Management
California
$3.97M
RCM
216
Richardson Capital Management
Wisconsin
$3.94M
BWG
217
Balanced Wealth Group
Ohio
$3.87M
Stifel Financial
218
Stifel Financial
Missouri
$3.84M
MWM
219
Modern Wealth Management
Kansas
$3.83M
CFG
220
Citizens Financial Group
Rhode Island
$3.82M
Fidelity Investments
221
Fidelity Investments
Massachusetts
$3.82M
AF
222
Apollon Financial
South Carolina
$3.81M
AWA
223
Acorn Wealth Advisors
Michigan
$3.8M
VCM
224
Vivaldi Capital Management
Illinois
$3.79M
EF
225
Envision Financial
Wisconsin
$3.76M