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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
EFM
551
Eley Financial Management
Vermont
$742K
JIR
552
James Investment Research
Ohio
$738K
PA
553
Planning Alternatives
Michigan
$738K
EWM
554
Evermay Wealth Management
Virginia
$736K
RWA
555
Redhawk Wealth Advisors
Minnesota
$729K
SIM
556
Sims Investment Management
Ohio
$727K
SPIA
557
Steward Partners Investment Advisory
New York
$722K
SAG
558
SageView Advisory Group
California
$720K
CIM
559
Contravisory Investment Management
Massachusetts
$718K
MPIA
560
Milestones Private Investment Advisors
New York
$715K
HI
561
Hendershot Investments
Virginia
$715K
NA
562
Nautilus Advisors
California
$714K
WI
563
Westbourne Investments
Virginia
$709K
MA
564
Modus Advisors
Minnesota
$706K
CHA
565
Cooper/Haims Advisors
New York
$703K
MCA
566
Midwest Capital Advisors
Michigan
$698K
FC
567
Financial Consulate
Maryland
$691K
SWA
568
Stratos Wealth Advisors
Ohio
$688K
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$686K
LFG
570
Leverty Financial Group
Wisconsin
$684K
Brown Advisory
571
Brown Advisory
Maryland
$683K
EFA
572
Evernest Financial Advisors
Indiana
$683K
GT
573
Greenleaf Trust
Michigan
$679K
QCM
574
QRG Capital Management
Illinois
$679K
SFO
575
Stokes Family Office
Louisiana
$672K