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Schwab US Mid-Cap ETF

979 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, 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
SF
376
Seek First
California
$1.62M
PVI
377
Pine Valley Investments
New Jersey
$1.62M
ES
378
ETF Store
Kansas
$1.6M
CFA
379
Cahill Financial Advisors
Minnesota
$1.59M
KLI
380
Kelman-Lazarov Inc
Tennessee
$1.57M
BL
381
BFSG LLC
California
$1.56M
G
382
GuidedMoney
Wisconsin
$1.55M
RM
383
RCW Management
Florida
$1.54M
FBB
384
Fulton Breakefield Broenniman
Maryland
$1.53M
ICMM
385
Integrated Capital Management (Michigan)
Michigan
$1.53M
LIWM
386
Long Island Wealth Management
New York
$1.51M
WCM
387
Winthrop Capital Management
Indiana
$1.51M
VAMG
388
Voisard Asset Management Group
Michigan
$1.51M
IAN
389
Integrated Advisors Network
Texas
$1.51M
QCM
390
Quantinno Capital Management
New York
$1.5M
SEIA
391
Signature Estate & Investment Advisors
California
$1.5M
CWG
392
Cornerstone Wealth Group
North Carolina
$1.5M
FGC
393
First Growth Capital
Maryland
$1.49M
AFG
394
Arkansas Financial Group
Arkansas
$1.49M
IC
395
IEQ Capital
California
$1.49M
TWM
396
Thrive Wealth Management
Pennsylvania
$1.46M
FIT
397
Financially in Tune
Massachusetts
$1.44M
LB
398
Legacy Bridge
Iowa
$1.44M
SAM
399
S.A. Mason
Michigan
$1.43M
KF
400
K2 Financial
California
$1.43M