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Schwab US Mid-Cap ETF

978 hedge funds and large institutions have $8.36B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 350 increasing their positions, 363 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $8.13B → $8.36B (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$3.44M
LW
252
Livet Wealth
Utah
$3.41M
MMA
253
Miracle Mile Advisors
California
$3.4M
BWM
254
BCS Wealth Management
Tennessee
$3.39M
MMCM
255
Murphy & Mullick Capital Management
New York
$3.34M
VA
256
Valmark Advisers
Ohio
$3.33M
PWM
257
Prentice Wealth Management
New York
$3.28M
UCFA
258
United Capital Financial Advisors
Texas
$3.27M
Franklin Resources
259
Franklin Resources
California
$3.26M
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M
PSIWM
261
Paradigm Strategies in Wealth Management
Minnesota
$3.24M
EFG
262
Everhart Financial Group
Ohio
$3.23M
HA
263
HC Advisors
Georgia
$3.22M
ML
264
McAdam LLC
Pennsylvania
$3.21M
RWP
265
Revolve Wealth Partners
New Jersey
$3.2M
EW
266
Element Wealth
Mississippi
$3.19M
MFP
267
Meramec Financial Planners
Missouri
$3.18M
Betterment LLC
268
Betterment LLC
New York
$3.15M
WFAG
269
Wescott Financial Advisory Group
Pennsylvania
$3.1M
TWG
270
The Wealth Group
Minnesota
$3.09M
WP
271
WealthShield Partners
North Carolina
$3.08M
BF
272
Blankinship & Foster
California
$3.06M
PF
273
PlanWiser Financial
Colorado
$3.04M
OFG
274
Orcam Financial Group
California
$3.04M
CCWA
275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M