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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
GWAM
701
Guardian Wealth Advisors (Minnesota)
Minnesota
$340K
AIM
702
Advyzon Investment Management
Illinois
$340K
CIBC Private Wealth Group
703
CIBC Private Wealth Group
Georgia
$336K
FVIM
704
Fort Vancouver Investment Management
Washington
$336K
CBA
705
Coastal Bridge Advisors
Connecticut
$336K
HCMT
706
Highland Capital Management (Tennessee)
Tennessee
$333K
AFA
707
American Financial Advisors
Georgia
$333K
KFSN
708
Keystone Financial Services (Nebraska)
Nebraska
$332K
BI
709
Berkeley Inc
Idaho
$330K
MFG
710
Magnus Financial Group
New York
$328K
SH
711
SLT Holdings
Arizona
$326K
PWM
712
Paulson Wealth Management
Illinois
$324K
AWG
713
Altus Wealth Group
Colorado
$324K
TWM
714
Triton Wealth Management
Arizona
$323K
HIP
715
HUB Investment Partners
Texas
$319K
RBC
716
Romano Brothers & Co
Illinois
$316K
SIA
717
SeaBridge Investment Advisors
New Jersey
$312K
GWSA
718
Global Wealth Strategies & Associates
Colorado
$311K
ONB
719
Old National Bancorp
Indiana
$310K
Citadel Advisors
720
Citadel Advisors
Florida
$310K
DBRC
721
D.B. Root & Company
Pennsylvania
$309K
NCM
722
Next Capital Management
New York
$306K
AO
723
Advisor OS
Illinois
$306K
AR
724
Apeiron RIA
Texas
$304K
LEA
725
Legacy Edge Advisors
New York
$301K