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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.74B
Creative Planning
2
Creative Planning
Kansas
$875M
HighTower Advisors
3
HighTower Advisors
Illinois
$320M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$310M
MGIA
5
Moneta Group Investment Advisors
Missouri
$297M
AA
6
Advisory Alpha
Michigan
$267M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$171M
Cerity Partners
8
Cerity Partners
New York
$161M
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$125M
JFG
10
JMG Financial Group
Illinois
$95.9M
FFA
11
Fragasso Financial Advisors
Pennsylvania
$88M
Morgan Stanley
12
Morgan Stanley
New York
$77.1M
Jones Financial Companies
13
Jones Financial Companies
Missouri
$74.9M
Mariner
14
Mariner
Kansas
$64.2M
PCIA
15
Prime Capital Investment Advisors
Kansas
$58.3M
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$57M
Raymond James Financial
17
Raymond James Financial
Florida
$55.4M
WA
18
Waverly Advisors
Alabama
$51.9M
SFS
19
Summit Financial Strategies
Ohio
$51.1M
LPL Financial
20
LPL Financial
California
$48.5M
Ameriprise
21
Ameriprise
Minnesota
$43.7M
AWMS
22
Advocacy Wealth Management Services
Georgia
$43.7M
BPA
23
Beacon Pointe Advisors
California
$42.2M
EWA
24
Exencial Wealth Advisors
Oklahoma
$41.4M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$40.3M