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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
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$833K
RMF
527
Red Mountain Financial
Colorado
$829K
AWE
528
Avidian Wealth Enterprises
Texas
$828K
BWA
529
BlueChip Wealth Advisors
Georgia
$824K
RPGK
530
Retirement Planning Group (Kansas)
Kansas
$815K
CWA
531
Carolina Wealth Advisors
South Carolina
$810K
YIA
532
YHB Investment Advisors
Connecticut
$810K
PFS
533
Prospera Financial Services
Texas
$798K
IP
534
Indivisible Partners
Florida
$798K
TAM
535
Townsend Asset Management
North Carolina
$795K
KWM
536
Kingsview Wealth Management
Oregon
$784K
S
537
Sachetta
Massachusetts
$773K
AAG
538
Armstrong Advisory Group
Massachusetts
$773K
AWA
539
Arkadios Wealth Advisors
Georgia
$767K
BIM
540
Bridges Investment Management
Nebraska
$762K
PC
541
Payne Capital
Oregon
$757K
AWM
542
Arista Wealth Management
Nevada
$753K
JF
543
Joule Financial
Kentucky
$748K
BIG
544
Brookwood Investment Group
Arizona
$744K
EFM
545
Eley Financial Management
Vermont
$742K
JIR
546
James Investment Research
Ohio
$738K
PA
547
Planning Alternatives
Michigan
$738K
EWM
548
Evermay Wealth Management
Virginia
$736K
RWA
549
Redhawk Wealth Advisors
Minnesota
$729K
SIM
550
Sims Investment Management
Ohio
$727K