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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
SIM
551
Sims Investment Management
Ohio
$727K
SPIA
552
Steward Partners Investment Advisory
New York
$722K
SAG
553
SageView Advisory Group
California
$720K
CIM
554
Contravisory Investment Management
Massachusetts
$718K
MPIA
555
Milestones Private Investment Advisors
New York
$715K
HI
556
Hendershot Investments
Virginia
$715K
NA
557
Nautilus Advisors
California
$714K
WI
558
Westbourne Investments
Virginia
$709K
MA
559
Modus Advisors
Minnesota
$706K
CHA
560
Cooper/Haims Advisors
New York
$703K
MCA
561
Midwest Capital Advisors
Michigan
$698K
FC
562
Financial Consulate
Maryland
$691K
SWA
563
Stratos Wealth Advisors
Ohio
$688K
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$686K
LFG
565
Leverty Financial Group
Wisconsin
$684K
Brown Advisory
566
Brown Advisory
Maryland
$683K
EFA
567
Evernest Financial Advisors
Indiana
$683K
GT
568
Greenleaf Trust
Michigan
$679K
QCM
569
QRG Capital Management
Illinois
$679K
SFO
570
Stokes Family Office
Louisiana
$672K
AOWM
571
Asset One Wealth Management
Washington
$663K
BFO
572
Biltmore Family Office
North Carolina
$662K
WBCM
573
Wilson & Boucher Capital Management
California
$661K
SEM
574
Strategic Equity Management
Arizona
$660K
DM
575
Diversified Management
Wisconsin
$659K