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Schwab US Mid-Cap ETF

980 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 106 funds opening new positions, 351 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 (+$228M)

3% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 363

Holders
980
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
LC
376
LTG Capital
Massachusetts
$1.62M
SF
377
Seek First
California
$1.62M
PVI
378
Pine Valley Investments
New Jersey
$1.62M
ES
379
ETF Store
Kansas
$1.6M
CFA
380
Cahill Financial Advisors
Minnesota
$1.59M
KLI
381
Kelman-Lazarov Inc
Tennessee
$1.57M
BL
382
BFSG LLC
California
$1.56M
G
383
GuidedMoney
Wisconsin
$1.55M
RM
384
RCW Management
Florida
$1.54M
FBB
385
Fulton Breakefield Broenniman
Maryland
$1.53M
ICMM
386
Integrated Capital Management (Michigan)
Michigan
$1.53M
LIWM
387
Long Island Wealth Management
New York
$1.51M
WCM
388
Winthrop Capital Management
Indiana
$1.51M
VAMG
389
Voisard Asset Management Group
Michigan
$1.51M
IAN
390
Integrated Advisors Network
Texas
$1.51M
QCM
391
Quantinno Capital Management
New York
$1.5M
SEIA
392
Signature Estate & Investment Advisors
California
$1.5M
CWG
393
Cornerstone Wealth Group
North Carolina
$1.5M
FGC
394
First Growth Capital
Maryland
$1.49M
AFG
395
Arkansas Financial Group
Arkansas
$1.49M
IC
396
IEQ Capital
California
$1.49M
TWM
397
Thrive Wealth Management
Pennsylvania
$1.46M
FIT
398
Financially in Tune
Massachusetts
$1.44M
LB
399
Legacy Bridge
Iowa
$1.44M
SAM
400
S.A. Mason
Michigan
$1.43M