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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
CFG
626
Chapman Financial Group
Hawaii
$503K
FRA
627
Front Row Advisors
California
$502K
IPWA
628
International Private Wealth Advisors
California
$501K
MCP
629
Mirador Capital Partners
California
$501K
PB
630
Pinnacle Bancorp
Nebraska
$497K
CWM
631
Castle Wealth Management
Florida
$496K
CA
632
Continuum Advisory
Idaho
$495K
LFAS
633
Level Four Advisory Services
Texas
$493K
VH
634
Visionary Horizons
Tennessee
$493K
GCA
635
Genesee Capital Advisors
New York
$493K
RZH
636
Relyea Zuckerberg Hanson
Connecticut
$489K
BRWA
637
B. Riley Wealth Advisors
Florida
$487K
P
638
&Partners
Tennessee
$485K
FFS
639
Flavin Financial Services
Florida
$484K
BFG
640
Berger Financial Group
Minnesota
$475K
EFH
641
Eaton Financial Holdings
Florida
$465K
WIA
642
World Investment Advisors
California
$459K
MCA
643
Millennium Capital Advisors
Arkansas
$458K
RFA
644
Resurgent Financial Advisors
Georgia
$456K
PTC
645
Private Trust Company
Ohio
$454K
BCA
646
Bay Colony Advisors
Massachusetts
$452K
BAM
647
Bosun Asset Management
Illinois
$451K
AIM
648
Acropolis Investment Management
Missouri
$451K
WF
649
Whelan Financial
California
$450K
Comerica Bank
650
Comerica Bank
Texas
$448K