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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
WIA
651
World Investment Advisors
California
$459K
MCA
652
Millennium Capital Advisors
Arkansas
$458K
RFA
653
Resurgent Financial Advisors
Georgia
$456K
PTC
654
Private Trust Company
Ohio
$454K
BCA
655
Bay Colony Advisors
Massachusetts
$452K
BAM
656
Bosun Asset Management
Illinois
$451K
AIM
657
Acropolis Investment Management
Missouri
$451K
WF
658
Whelan Financial
California
$450K
Comerica Bank
659
Comerica Bank
Texas
$448K
LCM
660
Liberty Capital Management
Michigan
$448K
MWM
661
Mission Wealth Management
California
$447K
Northern Trust
662
Northern Trust
Illinois
$445K
GG
663
Greenwood Gearhart
Arkansas
$444K
CIS
664
Continental Investors Services
Washington
$438K
RWM
665
Ritholtz Wealth Management
New York
$427K
AL
666
Aspiriant LLC
California
$423K
SWM
667
Selective Wealth Management
Virginia
$423K
ACA
668
Aspire Capital Advisors
Washington
$420K
PL
669
Plancorp LLC
Missouri
$419K
MIA
670
MeadowBrook Investment Advisors
Michigan
$418K
RWM
671
RBA Wealth Management
California
$417K
MF
672
Meridian Financial
Massachusetts
$416K
M&T Bank
673
M&T Bank
New York
$416K
CAG
674
Curtis Advisory Group
California
$405K
GWANC
675
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K