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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
MG
301
Mather Group
Illinois
$2.59M
NA
302
NewEdge Advisors
Louisiana
$2.59M
SCP
303
Stevens Capital Partners
Nebraska
$2.57M
CA
304
Centerpoint Advisors
Massachusetts
$2.53M
VFPW
305
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.52M
CH
306
CDKV Holdings
Colorado
$2.52M
AIM
307
Athena Investment Management
California
$2.49M
MAM
308
Marquette Asset Management
Minnesota
$2.46M
SPA
309
Sentinel Pension Advisors
Massachusetts
$2.46M
UIA
310
Ulland Investment Advisors
Minnesota
$2.42M
RDWM
311
Red Door Wealth Management
Tennessee
$2.41M
WA
312
WBH Advisory
Maryland
$2.41M
JWS
313
Juncture Wealth Strategies
Arizona
$2.4M
B
314
Bensler
Washington
$2.39M
CFS
315
CRA Financial Services
New Jersey
$2.38M
CCM
316
Colorado Capital Management
Colorado
$2.36M
DCM
317
Dorato Capital Management
Colorado
$2.36M
CL
318
Choreo LLC
Illinois
$2.35M
NHC
319
Nicholas Hoffman & Company
Georgia
$2.34M
BCWM
320
Bartlett & Co Wealth Management
Ohio
$2.33M
KF
321
Krilogy Financial
Missouri
$2.31M
PIA
322
Panoramic Investment Advisors
Colorado
$2.29M
ACA
323
Affinity Capital Advisors
California
$2.29M
MA
324
MBA Advisors
Pennsylvania
$2.29M
PA
325
PFG Advisors
Arizona
$2.28M