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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
EWA
676
EverSource Wealth Advisors
Alabama
$398K
MWM
677
MBE Wealth Management
Wisconsin
$398K
BW
678
Balance Wealth
Ohio
$397K
FWP
679
Falcon Wealth Planning
California
$396K
ACA
680
AG Campbell Advisory
Maryland
$396K
FRA
681
Frank Rimerman Advisors
California
$395K
GA
682
Goldstein Advisors
Wisconsin
$392K
OFS
683
Opus Financial Solutions
Illinois
$389K
FCM
684
Firestone Capital Management
Florida
$387K
PMSA
685
Patrick M. Sweeney & Associates
Illinois
$383K
TFP
686
Tilia Fiduciary Partners
North Carolina
$380K
NW
687
NewEdge Wealth
Pennsylvania
$379K
SAW
688
Signal Advisors Wealth
Michigan
$376K
MCM
689
Mitchell Capital Management
Kansas
$374K
CFO
690
Cambient Family Office
Michigan
$373K
SC
691
Scotia Capital
Ontario, Canada
$372K
PCM
692
Parsons Capital Management
Rhode Island
$372K
SAM
693
SVRN Asset Management
Texas
$369K
EA
694
Enclave Advisors
Texas
$366K
HIM
695
Harbour Investment Management
Washington
$366K
FNBOO
696
First National Bank of Omaha
Nebraska
$365K
TAP
697
TSG Advice Partners
Ohio
$364K
FWM
698
Fingerlakes Wealth Management
New York
$361K
ACM
699
Armbruster Capital Management
New York
$361K
RBCM
700
Raub Brock Capital Management
California
$360K