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Schwab US Mid-Cap ETF

992 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 367 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 367

Holders
992
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
GRP
351
Global Retirement Partners
California
$1.94M
MA
352
MCF Advisors
Kentucky
$1.93M
KIA
353
KCM Investment Advisors
California
$1.91M
CSF
354
Capital Squared Financial
Maryland
$1.91M
EFS
355
Econ Financial Services
Pennsylvania
$1.84M
JWBC
356
John W. Brooker & Co
California
$1.83M
VFA
357
Valeo Financial Advisors
Indiana
$1.82M
BFA
358
Beaumont Financial Advisors
Massachusetts
$1.8M
NRI
359
NFP Retirement Inc
California
$1.79M
VCM
360
Vision Capital Management
Oregon
$1.79M
SMC
361
Smith, Moore & Co
Missouri
$1.79M
OWA
362
Opal Wealth Advisors
New York
$1.79M
CA
363
Cambridge Advisors
Nebraska
$1.77M
NIA
364
NBZ Investment Advisors
Tennessee
$1.76M
KHC
365
Koesten Hirschmann & Crabtree
Kansas
$1.76M
AFA
366
Amicus Financial Advisors
Texas
$1.75M
FA
367
Fagan Associates
New York
$1.75M
CFO
368
Collective Family Office
Pennsylvania
$1.74M
VWA
369
VSM Wealth Advisory
Maryland
$1.73M
JWA
370
JFS Wealth Advisors
Pennsylvania
$1.73M
QWM
371
Quadcap Wealth Management
Texas
$1.69M
EFG
372
Embree Financial Group
Illinois
$1.68M
MWA
373
Medallion Wealth Advisors
Connecticut
$1.68M
CFO
374
CVA Family Office
Colorado
$1.66M
WF
375
Warner Financial
Maryland
$1.65M