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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
JWBC
351
John W. Brooker & Co
California
$1.83M
VFA
352
Valeo Financial Advisors
Indiana
$1.82M
BFA
353
Beaumont Financial Advisors
Massachusetts
$1.8M
NRI
354
NFP Retirement Inc
California
$1.79M
VCM
355
Vision Capital Management
Oregon
$1.79M
SMC
356
Smith, Moore & Co
Missouri
$1.79M
OWA
357
Opal Wealth Advisors
New York
$1.79M
CA
358
Cambridge Advisors
Nebraska
$1.77M
NIA
359
NBZ Investment Advisors
Tennessee
$1.76M
KHC
360
Koesten Hirschmann & Crabtree
Kansas
$1.76M
FA
361
Fagan Associates
New York
$1.75M
CFO
362
Collective Family Office
Pennsylvania
$1.74M
VWA
363
VSM Wealth Advisory
Maryland
$1.73M
JWA
364
JFS Wealth Advisors
Pennsylvania
$1.73M
QWM
365
Quadcap Wealth Management
Texas
$1.69M
EFG
366
Embree Financial Group
Illinois
$1.68M
CFO
367
CVA Family Office
Colorado
$1.66M
WF
368
Warner Financial
Maryland
$1.65M
OFS
369
Oldfather Financial Services
Nebraska
$1.65M
CAM
370
Chandler Asset Management
California
$1.64M
LC
371
LTG Capital
Massachusetts
$1.62M
SF
372
Seek First
California
$1.62M
PVI
373
Pine Valley Investments
New Jersey
$1.62M
ES
374
ETF Store
Kansas
$1.6M
CFA
375
Cahill Financial Advisors
Minnesota
$1.59M