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Schwab US Mid-Cap ETF

992 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 367 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 367

Holders
992
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
CPA
526
Clear Point Advisors
New York
$856K
NWMG
527
National Wealth Management Group
Ohio
$851K
GB
528
Goepper Burkhardt
South Carolina
$851K
BCI
529
Brinker Capital Investments
Pennsylvania
$839K
BIA
530
Bigelow Investment Advisors
Maine
$837K
FLPIM
531
F.L. Putnam Investment Management
Massachusetts
$833K
RMF
532
Red Mountain Financial
Colorado
$829K
AWE
533
Avidian Wealth Enterprises
Texas
$828K
BWA
534
BlueChip Wealth Advisors
Georgia
$824K
RPGK
535
Retirement Planning Group (Kansas)
Kansas
$815K
CWA
536
Carolina Wealth Advisors
South Carolina
$810K
YIA
537
YHB Investment Advisors
Connecticut
$810K
PFS
538
Prospera Financial Services
Texas
$798K
IP
539
Indivisible Partners
Florida
$798K
TAM
540
Townsend Asset Management
North Carolina
$795K
KWM
541
Kingsview Wealth Management
Oregon
$784K
S
542
Sachetta
Massachusetts
$773K
AAG
543
Armstrong Advisory Group
Massachusetts
$773K
AWA
544
Arkadios Wealth Advisors
Georgia
$767K
SWP
545
SIMA Wealth Partners
Virginia
$766K
BIM
546
Bridges Investment Management
Nebraska
$762K
PC
547
Payne Capital
Oregon
$757K
AWM
548
Arista Wealth Management
Nevada
$753K
JF
549
Joule Financial
Kentucky
$748K
BIG
550
Brookwood Investment Group
Arizona
$744K