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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
DWM
176
Destination Wealth Management
California
$6.15M
VIA
177
Victrix Investment Advisors
Florida
$6.1M
DFA
178
DHJJ Financial Advisors
Illinois
$6.01M
SOS
179
Silver Oak Securities
Tennessee
$5.98M
CPA
180
Cathy Pareto & Associates
Florida
$5.88M
CIA
181
Cape Investment Advisory
Georgia
$5.88M
MF
182
Manchester Financial
California
$5.88M
NOI
183
Newton One Investments
Delaware
$5.81M
PFA
184
Pure Financial Advisors
California
$5.72M
MWM
185
Modern Wealth Management
Kansas
$5.61M
OFS
186
OneAscent Financial Services
Alabama
$5.61M
GG
187
Gleason Group
Kentucky
$5.6M
TYCC
188
Texas Yale Capital Corp
Florida
$5.53M
AF
189
Advisornet Financial
Minnesota
$5.5M
PAG
190
Powers Advisory Group
Illinois
$5.34M
CP
191
Creekside Partners
California
$5.28M
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$5.25M
MAS
193
Madden Advisory Services
Florida
$5.21M
WANY
194
Wealthspire Advisors (New York)
New York
$5.16M
MI
195
Moneywise Inc
Virginia
$4.94M
HWA
196
Hilltop Wealth Advisors
North Carolina
$4.79M
B
197
Birchbrook
Maine
$4.78M
TCP
198
TMB Capital Partners
Arkansas
$4.75M
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$4.72M
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
$4.6M