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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
AGC
326
Aspen Grove Capital
Colorado
$2.15M
BBW
327
Blue Barn Wealth
Utah
$2.12M
AAIM
328
Asset Advisors Investment Management
Georgia
$2.11M
WFA
329
WJ Financial Advisors
Connecticut
$2.1M
JPLA
330
Joseph P. Lucia & Associates
New York
$2.09M
SFG
331
Sunburst Financial Group
Alabama
$2.09M
SSWM
332
Sheets Smith Wealth Management
North Carolina
$2.08M
SF
333
Summit Financial
New Jersey
$2.08M
IF
334
Ironwood Financial
Arizona
$2.07M
CRFG
335
Columbia River Financial Group
Washington
$2.05M
SCA
336
STALEY CAPITAL ADVISERS
Pennsylvania
$2.02M
AFO
337
Arrowroot Family Office
California
$2.02M
LSWP
338
Liberty Square Wealth Partners
Pennsylvania
$2.01M
MPCA
339
Madison Park Capital Advisors
Washington
$2.01M
BFS
340
Bradley Foster & Sargent
Connecticut
$1.99M
AFG
341
Atomi Financial Group
New York
$1.99M
APW
342
Alliance Private Wealth
Massachusetts
$1.97M
CAG
343
Csenge Advisory Group
Florida
$1.96M
WIA
344
Westview Investment Advisors
Vermont
$1.95M
VVP
345
Venture Visionary Partners
Ohio
$1.95M
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$1.95M
GRP
347
Global Retirement Partners
California
$1.94M
MA
348
MCF Advisors
Kentucky
$1.93M
KIA
349
KCM Investment Advisors
California
$1.91M
EFS
350
Econ Financial Services
Pennsylvania
$1.84M