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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
KLI
376
Kelman-Lazarov Inc
Tennessee
$1.57M
BL
377
BFSG LLC
California
$1.56M
GL
378
GuidedMoney, LLC
Wisconsin
$1.55M
RM
379
RCW Management
Florida
$1.54M
FBB
380
Fulton Breakefield Broenniman
Maryland
$1.53M
ICMM
381
Integrated Capital Management (Michigan)
Michigan
$1.53M
LIWM
382
Long Island Wealth Management
New York
$1.51M
WCM
383
Winthrop Capital Management
Indiana
$1.51M
VAMG
384
Voisard Asset Management Group
Michigan
$1.51M
IAN
385
Integrated Advisors Network
Texas
$1.51M
QCM
386
Quantinno Capital Management
New York
$1.5M
SEIA
387
Signature Estate & Investment Advisors
California
$1.5M
CWG
388
Cornerstone Wealth Group
North Carolina
$1.5M
FGC
389
First Growth Capital
Maryland
$1.49M
AFG
390
Arkansas Financial Group
Arkansas
$1.49M
IC
391
IEQ Capital
California
$1.49M
TWM
392
Thrive Wealth Management
Pennsylvania
$1.46M
FITL
393
Financially in Tune, LLC
Massachusetts
$1.44M
LB
394
Legacy Bridge
Iowa
$1.44M
SAM
395
S.A. Mason
Michigan
$1.43M
KF
396
K2 Financial
California
$1.43M
1WM
397
1900 Wealth Management
Texas
$1.41M
CCWL
398
Coastline Complete Wealth LLC
South Carolina
$1.41M
CA
399
Capital Advantage
California
$1.4M
KW
400
Keyvantage Wealth
Pennsylvania
$1.39M