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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
RWM
176
Reston Wealth Management
Virginia
$6.22M
DWM
177
Destination Wealth Management
California
$6.15M
VIA
178
Victrix Investment Advisors
Florida
$6.1M
DFA
179
DHJJ Financial Advisors
Illinois
$6.01M
SOS
180
Silver Oak Securities
Tennessee
$5.98M
CPA
181
Cathy Pareto & Associates
Florida
$5.88M
CIA
182
Cape Investment Advisory
Georgia
$5.88M
MF
183
Manchester Financial
California
$5.88M
NOI
184
Newton One Investments
Delaware
$5.81M
PFA
185
Pure Financial Advisors
California
$5.72M
MWM
186
Modern Wealth Management
Kansas
$5.61M
OFS
187
OneAscent Financial Services
Alabama
$5.61M
GG
188
Gleason Group
Kentucky
$5.6M
TYCC
189
Texas Yale Capital Corp
Florida
$5.53M
AF
190
Advisornet Financial
Minnesota
$5.5M
PAG
191
Powers Advisory Group
Illinois
$5.34M
CP
192
Creekside Partners
California
$5.28M
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$5.25M
MAS
194
Madden Advisory Services
Florida
$5.21M
WANY
195
Wealthspire Advisors (New York)
New York
$5.16M
MCM
196
Mengis Capital Management
Oregon
$5.01M
MI
197
Moneywise Inc
Virginia
$4.94M
HWA
198
Hilltop Wealth Advisors
North Carolina
$4.79M
B
199
Birchbrook
Maine
$4.78M
TCP
200
TMB Capital Partners
Arkansas
$4.75M