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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
CA
301
Centerpoint Advisors
Massachusetts
$2.53M
VFPW
302
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.52M
CH
303
CDKV Holdings
Colorado
$2.52M
AIM
304
Athena Investment Management
California
$2.49M
MAM
305
Marquette Asset Management
Minnesota
$2.46M
SPA
306
Sentinel Pension Advisors
Massachusetts
$2.46M
UIA
307
Ulland Investment Advisors
Minnesota
$2.42M
RDWM
308
Red Door Wealth Management
Tennessee
$2.41M
WA
309
WBH Advisory
Maryland
$2.41M
JWS
310
Juncture Wealth Strategies
Arizona
$2.4M
B
311
Bensler
Washington
$2.39M
CFS
312
CRA Financial Services
New Jersey
$2.38M
CCM
313
Colorado Capital Management
Colorado
$2.36M
DCM
314
Dorato Capital Management
Colorado
$2.36M
CL
315
Choreo LLC
Illinois
$2.35M
NHC
316
Nicholas Hoffman & Company
Georgia
$2.34M
BCWM
317
Bartlett & Co Wealth Management
Ohio
$2.33M
KF
318
Krilogy Financial
Missouri
$2.31M
PIA
319
Panoramic Investment Advisors
Colorado
$2.29M
ACA
320
Affinity Capital Advisors
California
$2.29M
MA
321
MBA Advisors
Pennsylvania
$2.29M
PA
322
PFG Advisors
Arizona
$2.28M
SFP
323
Strategic Financial Planning
Texas
$2.25M
SP
324
SWS Partners
Ohio
$2.24M
CI
325
CX Institutional
Indiana
$2.2M