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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
MA
351
MCF Advisors
Kentucky
$1.93M
KIA
352
KCM Investment Advisors
California
$1.91M
EFS
353
Econ Financial Services
Pennsylvania
$1.84M
JWBC
354
John W. Brooker & Co
California
$1.83M
VFA
355
Valeo Financial Advisors
Indiana
$1.82M
BFA
356
Beaumont Financial Advisors
Massachusetts
$1.8M
NRI
357
NFP Retirement Inc
California
$1.79M
VCM
358
Vision Capital Management
Oregon
$1.79M
SMC
359
Smith, Moore & Co
Missouri
$1.79M
OWA
360
Opal Wealth Advisors
New York
$1.79M
CA
361
Cambridge Advisors
Nebraska
$1.77M
NIA
362
NBZ Investment Advisors
Tennessee
$1.76M
KHC
363
Koesten Hirschmann & Crabtree
Kansas
$1.76M
AFA
364
Amicus Financial Advisors
Texas
$1.75M
FA
365
Fagan Associates
New York
$1.75M
CFO
366
Collective Family Office
Pennsylvania
$1.74M
VWA
367
VSM Wealth Advisory
Maryland
$1.73M
JWA
368
JFS Wealth Advisors
Pennsylvania
$1.73M
QWM
369
Quadcap Wealth Management
Texas
$1.69M
EFG
370
Embree Financial Group
Illinois
$1.68M
CFO
371
CVA Family Office
Colorado
$1.66M
WF
372
Warner Financial
Maryland
$1.65M
OFS
373
Oldfather Financial Services
Nebraska
$1.65M
CAM
374
Chandler Asset Management
California
$1.64M
LC
375
LTG Capital
Massachusetts
$1.62M