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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
AWMG
101
Alliance Wealth Management Group
New Jersey
$11.4M
TCM
102
Towercrest Capital Management
Pennsylvania
$11.4M
HSA
103
HBK Sorce Advisory
Pennsylvania
$11.4M
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$11.4M
BIG
105
Bush Investment Group
Georgia
$11.4M
DC
106
Davenport & Co
Virginia
$11.3M
WTC
107
WhitTier Trust Company
Nevada
$11.2M
CCFM
108
Clear Creek Financial Management
Washington
$11.1M
MTIC
109
Missouri Trust & Investment Company
Missouri
$11M
VNA
110
Valley National Advisers
Pennsylvania
$11M
OFG
111
Omega Financial Group
California
$11M
NSAM
112
North Star Asset Management
Wisconsin
$10.9M
MML Investors Services
113
MML Investors Services
Massachusetts
$10.9M
NFG
114
Nadler Financial Group
Illinois
$10.8M
PMG
115
ProVise Management Group
Florida
$10.7M
CKAIS
116
Christensen King & Associates Investment Services
Washington
$10.6M
KCPG
117
Kavar Capital Partners Group
Kansas
$10.6M
LFG
118
Larson Financial Group
Missouri
$10.4M
EGWAG
119
Elwood & Goetz Wealth Advisory Group
Georgia
$10.4M
CA
120
Clearstead Advisors
Ohio
$10.4M
AQR Capital Management
121
AQR Capital Management
Connecticut
$10.4M
LCC
122
Lincoln Capital Corp
Rhode Island
$10.3M
SWA
123
Sightline Wealth Advisors
Connecticut
$10.3M
LIM
124
Leavell Investment Management
Alabama
$10.2M
AWM
125
Avior Wealth Management
Nebraska
$10.1M