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Schwab US Mid-Cap ETF

978 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 105 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 (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
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
AFG
751
Albion Financial Group
Utah
$280K
FWA
752
FSM Wealth Advisors
Ohio
$279K
AC
753
AWM Capital
Arizona
$279K
HL
754
HeadInvest LLC
Maine
$276K
BMO
755
Beck Mack & Oliver
New York
$276K
BW
756
BIP Wealth
Georgia
$272K
XWL
757
XXI Wealth LLC
Illinois
$268K
CF
758
Centaurus Financial
California
$266K
CCA
759
Clarity Capital Advisors
Florida
$265K
JWCA
760
J.W. Cole Advisors
Florida
$265K
FA
761
FSA Advisors
Michigan
$265K
SAM
762
Sherman Asset Management
California
$264K
MOS
763
MGO One Seven
Ohio
$261K
CCWP
764
Cedar Cove Wealth Partners
Minnesota
$259K
MWP
765
Meriwether Wealth & Planning
Louisiana
$258K
CFG
766
Clayton Financial Group
Missouri
$256K
IAA
767
Independent Advisor Alliance
North Carolina
$255K
DAM
768
Directional Asset Management
Illinois
$253K
BC
769
Barnett & Company
Tennessee
$252K
MCCP
770
Mission Creek Capital Partners
California
$251K
PFA
771
Providence Financial Advisors
Kansas
$250K
HIA
772
Harbor Investment Advisory
Maryland
$250K
PWA
773
Portus Wealth Advisors
North Carolina
$247K
TIP
774
Tandem Investment Partners
New Jersey
$247K
KFA
775
Kelleher Financial Advisors
New York
$246K