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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
WIA
751
Wetzel Investment Advisors
Indiana
$281K
AFG
752
Albion Financial Group
Utah
$280K
FWA
753
FSM Wealth Advisors
Ohio
$279K
AC
754
AWM Capital
Arizona
$279K
HL
755
HeadInvest LLC
Maine
$276K
BMO
756
Beck Mack & Oliver
New York
$276K
BW
757
BIP Wealth
Georgia
$272K
XWL
758
XXI Wealth LLC
Illinois
$268K
CF
759
Centaurus Financial
California
$266K
CCA
760
Clarity Capital Advisors
Florida
$265K
JWCA
761
J.W. Cole Advisors
Florida
$265K
FA
762
FSA Advisors
Michigan
$265K
SAM
763
Sherman Asset Management
California
$264K
MOS
764
MGO One Seven
Ohio
$261K
CCWP
765
Cedar Cove Wealth Partners
Minnesota
$259K
MWP
766
Meriwether Wealth & Planning
Louisiana
$258K
CFG
767
Clayton Financial Group
Missouri
$256K
IAA
768
Independent Advisor Alliance
North Carolina
$255K
DAM
769
Directional Asset Management
Illinois
$253K
BC
770
Barnett & Company
Tennessee
$252K
MCCP
771
Mission Creek Capital Partners
California
$251K
PFA
772
Providence Financial Advisors
Kansas
$250K
HIA
773
Harbor Investment Advisory
Maryland
$250K
PWA
774
Portus Wealth Advisors
North Carolina
$247K
TIP
775
Tandem Investment Partners
New Jersey
$247K