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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
RWM
651
Ritholtz Wealth Management
New York
$427K
AL
652
Aspiriant LLC
California
$423K
SWM
653
Selective Wealth Management
Virginia
$423K
ACA
654
Aspire Capital Advisors
Washington
$420K
PL
655
Plancorp LLC
Missouri
$419K
MIA
656
MeadowBrook Investment Advisors
Michigan
$418K
RWM
657
RBA Wealth Management
California
$417K
MF
658
Meridian Financial
Massachusetts
$416K
M&T Bank
659
M&T Bank
New York
$416K
CAG
660
Curtis Advisory Group
California
$405K
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K
EWA
662
EverSource Wealth Advisors
Alabama
$398K
MWM
663
MBE Wealth Management
Wisconsin
$398K
BW
664
Balance Wealth
Ohio
$397K
FWP
665
Falcon Wealth Planning
California
$396K
FRA
666
Frank Rimerman Advisors
California
$395K
GA
667
Goldstein Advisors
Wisconsin
$392K
OFS
668
Opus Financial Solutions
Illinois
$389K
FCM
669
Firestone Capital Management
Florida
$387K
PMSA
670
Patrick M. Sweeney & Associates
Illinois
$383K
TFP
671
Tilia Fiduciary Partners
North Carolina
$380K
NW
672
NewEdge Wealth
Pennsylvania
$379K
SAW
673
Signal Advisors Wealth
Michigan
$376K
MCM
674
Mitchell Capital Management
Kansas
$374K
CFO
675
Cambient Family Office
Michigan
$373K