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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
AOWM
576
Asset One Wealth Management
Washington
$663K
BFO
577
Biltmore Family Office
North Carolina
$662K
WBCM
578
Wilson & Boucher Capital Management
California
$661K
SEM
579
Strategic Equity Management
Arizona
$660K
DM
580
Diversified Management
Wisconsin
$659K
JCFM
581
JBR Co Financial Management
Oklahoma
$656K
CW
582
Cooksen Wealth
Texas
$654K
AC
583
Apella Capital
Connecticut
$652K
AIM
584
Aspen Investment Management
Michigan
$649K
CG
585
Caprock Group
Idaho
$649K
SA
586
Sanctuary Advisors
Indiana
$641K
AWM
587
AE Wealth Management
Kansas
$640K
PRS
588
Pinkerton Retirement Specialists
Idaho
$636K
HA
589
Harfst & Associates
Wyoming
$636K
PFPG
590
Pinnacle Financial Partners (Georgia)
Georgia
$631K
VC
591
Vicus Capital
Pennsylvania
$630K
TA
592
TPG Advisors
Illinois
$629K
AGA
593
Arkos Global Advisors
Texas
$626K
PI
594
PFG Investments
New York
$625K
FHA
595
Flagship Harbor Advisors
Massachusetts
$616K
GC
596
Grimes & Company
Massachusetts
$614K
HWA
597
Heartwood Wealth Advisors
Virginia
$614K
CWA
598
Continuum Wealth Advisors
New York
$613K
WCM
599
WLTH Capital Management
Arizona
$610K
LF
600
LifePlan Financial
Minnesota
$607K