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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
SFP
326
Strategic Financial Planning
Texas
$2.25M
SP
327
SWS Partners
Ohio
$2.24M
CI
328
CX Institutional
Indiana
$2.2M
AGC
329
Aspen Grove Capital
Colorado
$2.15M
BBW
330
Blue Barn Wealth
Utah
$2.12M
AAIM
331
Asset Advisors Investment Management
Georgia
$2.11M
WFA
332
WJ Financial Advisors
Connecticut
$2.1M
JPLA
333
Joseph P. Lucia & Associates
New York
$2.09M
SFG
334
Sunburst Financial Group
Alabama
$2.09M
SSWM
335
Sheets Smith Wealth Management
North Carolina
$2.08M
SF
336
Summit Financial
New Jersey
$2.08M
IF
337
Ironwood Financial
Arizona
$2.07M
CRFG
338
Columbia River Financial Group
Washington
$2.05M
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$2.02M
AFO
340
Arrowroot Family Office
California
$2.02M
LSWP
341
Liberty Square Wealth Partners
Pennsylvania
$2.01M
MPCA
342
Madison Park Capital Advisors
Washington
$2.01M
BFS
343
Bradley Foster & Sargent
Connecticut
$1.99M
AFG
344
Atomi Financial Group
New York
$1.99M
APW
345
Alliance Private Wealth
Massachusetts
$1.97M
CAG
346
Csenge Advisory Group
Florida
$1.96M
WIA
347
Westview Investment Advisors
Vermont
$1.95M
VVP
348
Venture Visionary Partners
Ohio
$1.95M
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$1.95M
GRP
350
Global Retirement Partners
California
$1.94M