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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
SPIA
551
Steward Partners Investment Advisory
New York
$722K
SAG
552
SageView Advisory Group
California
$720K
CIM
553
Contravisory Investment Management
Massachusetts
$718K
MPIA
554
Milestones Private Investment Advisors
New York
$715K
HI
555
Hendershot Investments
Virginia
$715K
NA
556
Nautilus Advisors
California
$714K
WI
557
Westbourne Investments
Virginia
$709K
MA
558
Modus Advisors
Minnesota
$706K
CHA
559
Cooper/Haims Advisors
New York
$703K
MCA
560
Midwest Capital Advisors
Michigan
$698K
FC
561
Financial Consulate
Maryland
$691K
SWA
562
Stratos Wealth Advisors
Ohio
$688K
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$686K
LFG
564
Leverty Financial Group
Wisconsin
$684K
Brown Advisory
565
Brown Advisory
Maryland
$683K
EFA
566
Evernest Financial Advisors
Indiana
$683K
GT
567
Greenleaf Trust
Michigan
$679K
QCM
568
QRG Capital Management
Illinois
$679K
SFO
569
Stokes Family Office
Louisiana
$672K
AOWM
570
Asset One Wealth Management
Washington
$663K
BFO
571
Biltmore Family Office
North Carolina
$662K
WBCM
572
Wilson & Boucher Capital Management
California
$661K
SEM
573
Strategic Equity Management
Arizona
$660K
DM
574
Diversified Management
Wisconsin
$659K
JCFM
575
JBR Co Financial Management
Oklahoma
$656K