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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
HI
551
Hendershot Investments
Virginia
$715K
NA
552
Nautilus Advisors
California
$714K
WI
553
Westbourne Investments
Virginia
$709K
MA
554
Modus Advisors
Minnesota
$706K
CHA
555
Cooper/Haims Advisors
New York
$703K
MCA
556
Midwest Capital Advisors
Michigan
$698K
FC
557
Financial Consulate
Maryland
$691K
SWA
558
Stratos Wealth Advisors
Ohio
$688K
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$686K
LFG
560
Leverty Financial Group
Wisconsin
$684K
Brown Advisory
561
Brown Advisory
Maryland
$683K
EFA
562
Evernest Financial Advisors
Indiana
$683K
GT
563
Greenleaf Trust
Michigan
$679K
QCM
564
QRG Capital Management
Illinois
$679K
SFO
565
Stokes Family Office
Louisiana
$672K
AOWM
566
Asset One Wealth Management
Washington
$663K
BFO
567
Biltmore Family Office
North Carolina
$662K
WBCM
568
Wilson & Boucher Capital Management
California
$661K
SEM
569
Strategic Equity Management
Arizona
$660K
DM
570
Diversified Management
Wisconsin
$659K
JCFM
571
JBR Co Financial Management
Oklahoma
$656K
CW
572
Cooksen Wealth
Texas
$654K
AC
573
Apella Capital
Connecticut
$652K
AIM
574
Aspen Investment Management
Michigan
$649K
CG
575
Caprock Group
Idaho
$649K