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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
GFG
1001
Goldstone Financial Group
Illinois
YIH
1002
Y-Intercept (HK)
Hong Kong
VBFP
1003
Valtinson Bruner Financial Planning
Minnesota
PIM
1004
Penobscot Investment Management
Massachusetts
RIM
1005
Rockbridge Investment Management
New York
PCA
1006
Prosperity Capital Advisors
Ohio
ACI
1007
Alpha Cubed Investments
California
CIP
1008
Capital Insight Partners
Arizona
GLF
1009
Groupe la Francaise
France
Neuberger Berman Group
1010
Neuberger Berman Group
New York
WCFA
1011
Walkner Condon Financial Advisors
Wisconsin
SWA
1012
SOA Wealth Advisors
New York
NC
1013
North Capital
Utah
FFA
1014
Founders Financial Alliance
North Carolina
GFWA
1015
Grey Fox Wealth Advisors
Delaware
HFS
1016
Hantz Financial Services
Michigan
HR
1017
Howe & Rusling
New York
CAM
1018
Costello Asset Management
Pennsylvania
TFA
1019
Toth Financial Advisory
Virginia
MSG
1020
Main Street Group
Virginia
TCM
1021
TruNorth Capital Management
Michigan
KWM
1022
Kiker Wealth Management
Georgia
GWSG
1023
GPS Wealth Strategies Group
Colorado
CCM
1024
Cloud Capital Management
Washington
PPA
1025
Painted Porch Advisors
California