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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
SA
576
Sanctuary Advisors
Indiana
$641K
AWM
577
AE Wealth Management
Kansas
$640K
PRS
578
Pinkerton Retirement Specialists
Idaho
$636K
HA
579
Harfst & Associates
Wyoming
$636K
PFPG
580
Pinnacle Financial Partners (Georgia)
Georgia
$631K
VC
581
Vicus Capital
Pennsylvania
$630K
TA
582
TPG Advisors
Illinois
$629K
AGA
583
Arkos Global Advisors
Texas
$626K
PI
584
PFG Investments
New York
$625K
FHA
585
Flagship Harbor Advisors
Massachusetts
$616K
GC
586
Grimes & Company
Massachusetts
$614K
HWA
587
Heartwood Wealth Advisors
Virginia
$614K
CWA
588
Continuum Wealth Advisors
New York
$613K
WCML
589
WLTH Capital Management, LLC
Arizona
$610K
LF
590
LifePlan Financial
Minnesota
$607K
CNFG
591
Creegan & Nassoura Financial Group
New Hampshire
$605K
KAS
592
KPP Advisory Services
Kentucky
$602K
CAM
593
Cozad Asset Management
Illinois
$602K
TP
594
Tranquility Partners
Tennessee
$587K
HTC
595
Haverford Trust Company
Pennsylvania
$585K
DI
596
Diligent Investors
California
$584K
MT
597
Midwest Trust
Kansas
$580K
PWM
598
Parkshore Wealth Management
California
$579K
PS
599
Principal Securities
Iowa
$579K
WPW
600
Watershed Private Wealth
Illinois
$578K