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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
CCWP
776
Cedar Cove Wealth Partners
Minnesota
$259K
MWP
777
Meriwether Wealth & Planning
Louisiana
$258K
CFG
778
Clayton Financial Group
Missouri
$256K
IAA
779
Independent Advisor Alliance
North Carolina
$255K
DAM
780
Directional Asset Management
Illinois
$253K
BC
781
Barnett & Company
Tennessee
$252K
MCCP
782
Mission Creek Capital Partners
California
$251K
PFA
783
Providence Financial Advisors
Kansas
$250K
HIA
784
Harbor Investment Advisory
Maryland
$250K
PWA
785
Portus Wealth Advisors
North Carolina
$247K
TIP
786
Tandem Investment Partners
New Jersey
$247K
KFA
787
Kelleher Financial Advisors
New York
$246K
SWA
788
Sax Wealth Advisors
New Jersey
$242K
MNA
789
Manning & Napier Advisors
New York
$242K
ZIM
790
Zacks Investment Management
Illinois
$242K
AFTS
791
American Financial & Tax Strategies
New York
$242K
AW
792
Avion Wealth
Texas
$241K
PAMG
793
Patton Albertson Miller Group
Tennessee
$239K
RF
794
Robbins Farley
New Hampshire
$239K
MIP
795
Marietta Investment Partners
Wisconsin
$238K
HGWM
796
Horst & Graben Wealth Management
Oregon
$238K
FM
797
Family Management
New York
$237K
FNT
798
First National Trust
Pennsylvania
$237K
SCA
799
Snowden Capital Advisors
New York
$237K
ODIJL
800
One Day In July LLC
Vermont
$237K