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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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$3.03M
CFGA
277
Cambridge Financial Group (Arizona)
Arizona
$2.99M
WW
278
Waterfront Wealth
Kansas
$2.92M
CCM
279
Coldstream Capital Management
Washington
$2.92M
ZF
280
Zhang Financial
Michigan
$2.88M
MWP
281
Madison Wealth Partners
Wisconsin
$2.88M
RWA
282
River Wealth Advisors
Pennsylvania
$2.83M
CFGSD
283
Compass Financial Group (South Dakota)
South Dakota
$2.82M
PIAS
284
PCA Investment Advisory Services
Ohio
$2.82M
VT
285
Vise Technologies
New York
$2.8M
EH
286
Equitable Holdings
New York
$2.8M
ACA
287
Aptus Capital Advisors
Alabama
$2.8M
SWM
288
SeaCrest Wealth Management
New York
$2.77M
LF
289
LifeSteps Financial
California
$2.77M
TNA
290
True North Advisors
Texas
$2.76M
BCM
291
Boltwood Capital Management
California
$2.74M
ASN
292
Advisory Services Network
Georgia
$2.73M
JE
293
Jacobs Equity
Utah
$2.72M
LCM
294
Leisure Capital Management
California
$2.72M
EWA
295
EP Wealth Advisors
California
$2.69M
FPCP
296
Fort Point Capital Partners
California
$2.67M
RA
297
RFG Advisory
Alabama
$2.67M
VAF
298
Values Added Financial
District of Columbia
$2.65M
TWM
299
Tradition Wealth Management
Minnesota
$2.64M
BFS
300
Burkett Financial Services
South Carolina
$2.63M