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