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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
CCM
276
Coldstream Capital Management
Washington
$2.92M
ZF
277
Zhang Financial
Michigan
$2.88M
MWP
278
Madison Wealth Partners
Wisconsin
$2.88M
RWA
279
River Wealth Advisors
Pennsylvania
$2.83M
CFGSD
280
Compass Financial Group (South Dakota)
South Dakota
$2.82M
PIAS
281
PCA Investment Advisory Services
Ohio
$2.82M
VT
282
Vise Technologies
New York
$2.8M
EH
283
Equitable Holdings
New York
$2.8M
ACA
284
Aptus Capital Advisors
Alabama
$2.8M
SWM
285
SeaCrest Wealth Management
New York
$2.77M
LF
286
LifeSteps Financial
California
$2.77M
TNA
287
True North Advisors
Texas
$2.76M
BCM
288
Boltwood Capital Management
California
$2.74M
ASN
289
Advisory Services Network
Georgia
$2.73M
JE
290
Jacobs Equity
Utah
$2.72M
LCM
291
Leisure Capital Management
California
$2.72M
EWA
292
EP Wealth Advisors
California
$2.69M
FPCP
293
Fort Point Capital Partners
California
$2.67M
RA
294
RFG Advisory
Alabama
$2.67M
VAF
295
Values Added Financial
District of Columbia
$2.65M
TWM
296
Tradition Wealth Management
Minnesota
$2.64M
BFS
297
Burkett Financial Services
South Carolina
$2.63M
MG
298
Mather Group
Illinois
$2.59M
NA
299
NewEdge Advisors
Louisiana
$2.59M
SCP
300
Stevens Capital Partners
Nebraska
$2.57M