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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
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$815K
CWA
527
Carolina Wealth Advisors
South Carolina
$810K
YIA
528
YHB Investment Advisors
Connecticut
$810K
PFS
529
Prospera Financial Services
Texas
$798K
IP
530
Indivisible Partners
Florida
$798K
TAM
531
Townsend Asset Management
North Carolina
$795K
KWM
532
Kingsview Wealth Management
Oregon
$784K
S
533
Sachetta
Massachusetts
$773K
AAG
534
Armstrong Advisory Group
Massachusetts
$773K
AWA
535
Arkadios Wealth Advisors
Georgia
$767K
BIM
536
Bridges Investment Management
Nebraska
$762K
PC
537
Payne Capital
Oregon
$757K
AWM
538
Arista Wealth Management
Nevada
$753K
JF
539
Joule Financial
Kentucky
$748K
BIG
540
Brookwood Investment Group
Arizona
$744K
EFM
541
Eley Financial Management
Vermont
$742K
JIR
542
James Investment Research
Ohio
$738K
PA
543
Planning Alternatives
Michigan
$738K
EWM
544
Evermay Wealth Management
Virginia
$736K
RWA
545
Redhawk Wealth Advisors
Minnesota
$729K
SIM
546
Sims Investment Management
Ohio
$727K
SPIA
547
Steward Partners Investment Advisory
New York
$722K
SAG
548
SageView Advisory Group
California
$720K
CIM
549
Contravisory Investment Management
Massachusetts
$718K
MPIA
550
Milestones Private Investment Advisors
New York
$715K