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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
SIC
426
Sigma Investment Counselors
Michigan
$1.22M
SPP
427
Single Point Partners
Massachusetts
$1.22M
FA
428
FF Advisors
California
$1.22M
STA
429
Summit Trail Advisors
New York
$1.2M
CIR
430
Clear Investment Research
Georgia
$1.2M
GIA
431
GHP Investment Advisors
Colorado
$1.2M
WMWM
432
Wilkins Miller Wealth Management
Alabama
$1.19M
NGA
433
Naples Global Advisors
Florida
$1.19M
FPF
434
First Pacific Financial
Washington
$1.19M
VPIM
435
Vanguard Personalized Indexing Management
California
$1.19M
William Blair & Company
436
William Blair & Company
Illinois
$1.18M
SAM
437
Sawgrass Asset Management
Florida
$1.18M
BFG
438
Bouchey Financial Group
New York
$1.17M
HI
439
Harbour Investments
Wisconsin
$1.16M
IWP
440
IAG Wealth Partners
Wisconsin
$1.16M
AAS
441
Ameritas Advisory Services
Nebraska
$1.16M
AC
442
AlphaCore Capital
California
$1.16M
CFG
443
Cassilly Financial Group
Maryland
$1.15M
SFGP
444
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M
CCM
445
Condor Capital Management
New Jersey
$1.14M
HIC
446
Holderness Investments Company
North Carolina
$1.14M
SIMC
447
Squire Investment Management Company
Utah
$1.14M
OIM
448
Orca Investment Management
Oregon
$1.13M
FI
449
FIDELIS iM
Oregon
$1.13M
SFWA
450
Summit Financial Wealth Advisors
Louisiana
$1.13M