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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
FTUS
426
Flow Traders U.S.
New York
$1.25M
WA
427
WP Advisors
California
$1.24M
AAP
428
Arax Advisory Partners
Colorado
$1.24M
ATI
429
ARK & TLK Investments
Oklahoma
$1.23M
SIC
430
Sigma Investment Counselors
Michigan
$1.22M
SPP
431
Single Point Partners
Massachusetts
$1.22M
FA
432
FF Advisors
California
$1.22M
STA
433
Summit Trail Advisors
New York
$1.2M
CIR
434
Clear Investment Research
Georgia
$1.2M
GIA
435
GHP Investment Advisors
Colorado
$1.2M
WMWM
436
Wilkins Miller Wealth Management
Alabama
$1.19M
NGA
437
Naples Global Advisors
Florida
$1.19M
FPF
438
First Pacific Financial
Washington
$1.19M
VPIM
439
Vanguard Personalized Indexing Management
California
$1.19M
William Blair & Company
440
William Blair & Company
Illinois
$1.18M
SAM
441
Sawgrass Asset Management
Florida
$1.18M
BFG
442
Bouchey Financial Group
New York
$1.17M
HI
443
Harbour Investments
Wisconsin
$1.16M
IWP
444
IAG Wealth Partners
Wisconsin
$1.16M
AAS
445
Ameritas Advisory Services
Nebraska
$1.16M
AC
446
AlphaCore Capital
California
$1.16M
CFG
447
Cassilly Financial Group
Maryland
$1.15M
SFGP
448
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M
CCM
449
Condor Capital Management
New Jersey
$1.14M
HIC
450
Holderness Investments Company
North Carolina
$1.14M