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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
OFS
376
Oldfather Financial Services
Nebraska
$1.65M
CAM
377
Chandler Asset Management
California
$1.64M
LC
378
LTG Capital
Massachusetts
$1.62M
SF
379
Seek First
California
$1.62M
PVI
380
Pine Valley Investments
New Jersey
$1.62M
ES
381
ETF Store
Kansas
$1.6M
CFA
382
Cahill Financial Advisors
Minnesota
$1.59M
KLI
383
Kelman-Lazarov Inc
Tennessee
$1.57M
BL
384
BFSG LLC
California
$1.56M
G
385
GuidedMoney
Wisconsin
$1.55M
RM
386
RCW Management
Florida
$1.54M
FBB
387
Fulton Breakefield Broenniman
Maryland
$1.53M
ICMM
388
Integrated Capital Management (Michigan)
Michigan
$1.53M
LIWM
389
Long Island Wealth Management
New York
$1.51M
WCM
390
Winthrop Capital Management
Indiana
$1.51M
VAMG
391
Voisard Asset Management Group
Michigan
$1.51M
IAN
392
Integrated Advisors Network
Texas
$1.51M
QCM
393
Quantinno Capital Management
New York
$1.5M
SEIA
394
Signature Estate & Investment Advisors
California
$1.5M
CWG
395
Cornerstone Wealth Group
North Carolina
$1.5M
FGC
396
First Growth Capital
Maryland
$1.49M
AFG
397
Arkansas Financial Group
Arkansas
$1.49M
IC
398
IEQ Capital
California
$1.49M
TWM
399
Thrive Wealth Management
Pennsylvania
$1.46M
FIT
400
Financially in Tune
Massachusetts
$1.44M