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