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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
LCM
651
Liberty Capital Management
Michigan
$448K
MWM
652
Mission Wealth Management
California
$447K
Northern Trust
653
Northern Trust
Illinois
$445K
GG
654
Greenwood Gearhart
Arkansas
$444K
CIS
655
Continental Investors Services
Washington
$438K
RWM
656
Ritholtz Wealth Management
New York
$427K
AL
657
Aspiriant LLC
California
$423K
SWM
658
Selective Wealth Management
Virginia
$423K
ACA
659
Aspire Capital Advisors
Washington
$420K
PL
660
Plancorp LLC
Missouri
$419K
MIA
661
MeadowBrook Investment Advisors
Michigan
$418K
RWM
662
RBA Wealth Management
California
$417K
MF
663
Meridian Financial
Massachusetts
$416K
M&T Bank
664
M&T Bank
New York
$416K
CAG
665
Curtis Advisory Group
California
$405K
GWANC
666
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K
EWA
667
EverSource Wealth Advisors
Alabama
$398K
MWM
668
MBE Wealth Management
Wisconsin
$398K
BW
669
Balance Wealth
Ohio
$397K
FWP
670
Falcon Wealth Planning
California
$396K
ACA
671
AG Campbell Advisory
Maryland
$396K
FRA
672
Frank Rimerman Advisors
California
$395K
GA
673
Goldstein Advisors
Wisconsin
$392K
OFS
674
Opus Financial Solutions
Illinois
$389K
FCM
675
Firestone Capital Management
Florida
$387K