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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
RA
601
Ruggaard & Associates
Ohio
$578K
AUB
602
Atlantic Union Bankshares
Virginia
$578K
SCM
603
Stordahl Capital Management
Colorado
$572K
VF
604
Vestment Financial
Minnesota
$567K
APSI
605
Asset Planning Services Inc
Louisiana
$567K
SPL
606
Smart Portfolios LLC
Washington
$566K
TCM
607
Twele Capital Management
Minnesota
$560K
CA
608
CWC Advisors
Oregon
$554K
PI
609
Pachira Investments
California
$550K
OPWM
610
Oakwell Private Wealth Management
Texas
$543K
TPCW
611
TD Private Client Wealth
New York
$542K
PCM
612
Park Capital Management
Wisconsin
$527K
CIA
613
Compass Ion Advisors
Pennsylvania
$524K
EWM
614
Empirical Wealth Management
Washington
$520K
DCM
615
Donaldson Capital Management
Indiana
$518K
HT
616
Heritage Trust
Oklahoma
$514K
MS
617
Madden Securities
Texas
$513K
SWM
618
Spire Wealth Management
Virginia
$513K
MWA
619
Motive Wealth Advisors
Michigan
$511K
PPWM
620
Perissos Private Wealth Management
Oklahoma
$508K
CFG
621
Chapman Financial Group
Hawaii
$503K
FRA
622
Front Row Advisors
California
$502K
IPWA
623
International Private Wealth Advisors
California
$501K
MCP
624
Mirador Capital Partners
California
$501K
PB
625
Pinnacle Bancorp
Nebraska
$497K