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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
VA
701
VestGen Advisors
Illinois
$360K
BB
702
Busey Bank
Illinois
$359K
CAL
703
Capital Advisors Ltd
Ohio
$353K
PWMG
704
Prestige Wealth Management Group
New Jersey
$353K
KJWM
705
Kiley Juergens Wealth Management
Washington
$353K
KPWS
706
Kestra Private Wealth Services
Texas
$353K
CIA
707
Concurrent Investment Advisors
Florida
$348K
M
708
MOTCO
Texas
$347K
KWS
709
Keystone Wealth Services
California
$347K
PWM
710
Praetorian Wealth Management
California
$347K
KFS
711
Kaizen Financial Strategies
California
$345K
EWM
712
Elmwood Wealth Management
California
$344K
Bank of Montreal
713
Bank of Montreal
Ontario, Canada
$342K
CWA
714
Clarity Wealth Advisors
California
$341K
GRR
715
Golden Reserve Retirement
Ohio
$340K
GWAM
716
Guardian Wealth Advisors (Minnesota)
Minnesota
$340K
AIM
717
Advyzon Investment Management
Illinois
$340K
NAS
718
NWF Advisory Services
California
$337K
CIBC Private Wealth Group
719
CIBC Private Wealth Group
Georgia
$336K
FVIM
720
Fort Vancouver Investment Management
Washington
$336K
CBA
721
Coastal Bridge Advisors
Connecticut
$336K
HCMT
722
Highland Capital Management (Tennessee)
Tennessee
$333K
AFA
723
American Financial Advisors
Georgia
$333K
KFSN
724
Keystone Financial Services (Nebraska)
Nebraska
$332K
BI
725
Berkeley Inc
Idaho
$330K