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Schwab US Mid-Cap ETF

978 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 105 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 (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$42.5M
BPA
27
Beacon Pointe Advisors
California
$41.4M
SAM
28
Summit Asset Management
Tennessee
$37.9M
BBA
29
BLB&B Advisors
Pennsylvania
$37.1M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$35.3M
MAG
31
Mokosak Advisory Group
Iowa
$34.2M
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$31.9M
CPIG
33
Chicago Partners Investment Group
Illinois
$30.5M
SFG
34
Sage Financial Group
Pennsylvania
$29.3M
UBS Group
35
UBS Group
Switzerland
$28.6M
GAM
36
Gemmer Asset Management
California
$28.3M
HNW
37
High Note Wealth
Minnesota
$27M
NFG
38
Northeast Financial Group
Pennsylvania
$26.8M
Bank of America
39
Bank of America
North Carolina
$26.5M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$25.8M
CRC
41
Curi RMB Capital
Illinois
$25.8M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$25.4M
IA
43
IFP Advisors
Florida
$23.4M
RWM
44
RKL Wealth Management
Pennsylvania
$22.9M
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$22.4M
FPN
46
Financial Planning Navigators
Minnesota
$22.3M
Charles Schwab
47
Charles Schwab
California
$22.1M
SFA
48
Seneca Financial Advisors
New York
$22M
MWM
49
Modera Wealth Management
New Jersey
$21.9M
CAG
50
Compass Advisory Group
New York
$21.4M