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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
MIA
126
Milestone Investment Advisors
Wisconsin
$10.1M
MCC
127
Money Concepts Capital
Florida
$10.1M
NEWAS
128
N.E.W. Advisory Services
Wisconsin
$9.92M
TPW
129
Tiller Private Wealth
Pennsylvania
$9.84M
LF
130
Lee Financial
Texas
$9.72M
AF
131
Allworth Financial
California
$9.65M
Truist Financial
132
Truist Financial
North Carolina
$9.59M
GCA
133
Gradient Capital Advisors
California
$9.5M
HWM
134
HB Wealth Management
Georgia
$9.48M
VWA
135
Visionary Wealth Advisors
Illinois
$9.35M
BWM
136
Bernard Wealth Management
Michigan
$9.24M
BSAM
137
Blue Square Asset Management
New York
$9.2M
MSL
138
Monetary Solutions, Ltd
Ohio
$9.15M
Lido Advisors
139
Lido Advisors
California
$9.08M
PAG
140
Private Advisor Group
New Jersey
$9.08M
WT
141
Whittier Trust
California
$8.87M
TPI
142
Trust Point Inc
Wisconsin
$8.83M
Two Sigma Investments
143
Two Sigma Investments
New York
$8.81M
PIMG
144
Patriot Investment Management Group
Tennessee
$8.73M
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$8.72M
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$8.68M
SS
147
Sunbelt Securities
Texas
$8.59M
Baird Financial Group
148
Baird Financial Group
Wisconsin
$8.5M
AFP
149
Ausdal Financial Partners
Iowa
$8.39M
MSFS
150
Main Street Financial Solutions
Pennsylvania
$8.12M