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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
JCFM
576
JBR Co Financial Management
Oklahoma
$656K
CW
577
Cooksen Wealth
Texas
$654K
AC
578
Apella Capital
Connecticut
$652K
AIM
579
Aspen Investment Management
Michigan
$649K
CG
580
Caprock Group
Idaho
$649K
SA
581
Sanctuary Advisors
Indiana
$641K
AWM
582
AE Wealth Management
Kansas
$640K
PRS
583
Pinkerton Retirement Specialists
Idaho
$636K
HA
584
Harfst & Associates
Wyoming
$636K
PFPG
585
Pinnacle Financial Partners (Georgia)
Georgia
$631K
VC
586
Vicus Capital
Pennsylvania
$630K
TA
587
TPG Advisors
Illinois
$629K
AGA
588
Arkos Global Advisors
Texas
$626K
PI
589
PFG Investments
New York
$625K
FHA
590
Flagship Harbor Advisors
Massachusetts
$616K
GC
591
Grimes & Company
Massachusetts
$614K
HWA
592
Heartwood Wealth Advisors
Virginia
$614K
CWA
593
Continuum Wealth Advisors
New York
$613K
WCM
594
WLTH Capital Management
Arizona
$610K
LF
595
LifePlan Financial
Minnesota
$607K
CNFG
596
Creegan & Nassoura Financial Group
New Hampshire
$605K
KAS
597
KPP Advisory Services
Kentucky
$602K
CAM
598
Cozad Asset Management
Illinois
$602K
RRAL
599
RED REEF ADVISORS LLC
Florida
$589K
TP
600
Tranquility Partners
Tennessee
$587K