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Schwab US Mid-Cap ETF

980 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, 351 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)

3% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 363

Holders
980
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
BIA
526
Bigelow Investment Advisors
Maine
$837K
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$833K
RMF
528
Red Mountain Financial
Colorado
$829K
AWE
529
Avidian Wealth Enterprises
Texas
$828K
BWA
530
BlueChip Wealth Advisors
Georgia
$824K
RPGK
531
Retirement Planning Group (Kansas)
Kansas
$815K
CWA
532
Carolina Wealth Advisors
South Carolina
$810K
YIA
533
YHB Investment Advisors
Connecticut
$810K
PFS
534
Prospera Financial Services
Texas
$798K
IP
535
Indivisible Partners
Florida
$798K
TAM
536
Townsend Asset Management
North Carolina
$795K
KWM
537
Kingsview Wealth Management
Oregon
$784K
S
538
Sachetta
Massachusetts
$773K
AAG
539
Armstrong Advisory Group
Massachusetts
$773K
AWA
540
Arkadios Wealth Advisors
Georgia
$767K
BIM
541
Bridges Investment Management
Nebraska
$762K
PC
542
Payne Capital
Oregon
$757K
AWM
543
Arista Wealth Management
Nevada
$753K
JF
544
Joule Financial
Kentucky
$748K
BIG
545
Brookwood Investment Group
Arizona
$744K
EFM
546
Eley Financial Management
Vermont
$742K
JIR
547
James Investment Research
Ohio
$738K
PA
548
Planning Alternatives
Michigan
$738K
EWM
549
Evermay Wealth Management
Virginia
$736K
RWA
550
Redhawk Wealth Advisors
Minnesota
$729K