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Schwab US Mid-Cap ETF

966 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 99 funds opening new positions, 349 increasing their positions, 359 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 (+$309M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 359

Holders
966
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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.74B
Creative Planning
2
Creative Planning
Kansas
$915M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$329M
MGIA
4
Moneta Group Investment Advisors
Missouri
$321M
AA
5
Advisory Alpha
Michigan
$251M
HighTower Advisors
6
HighTower Advisors
Illinois
$209M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$181M
Cerity Partners
8
Cerity Partners
New York
$164M
VFS
9
Valpey Financial Services
New Hampshire
$140M
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$130M
Jones Financial Companies
11
Jones Financial Companies
Missouri
$105M
JFG
12
JMG Financial Group
Illinois
$94.7M
FFA
13
Fragasso Financial Advisors
Pennsylvania
$89.6M
Mariner
14
Mariner
Kansas
$66.3M
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$63M
LPL Financial
16
LPL Financial
California
$57.7M
Raymond James Financial
17
Raymond James Financial
Florida
$54.7M
Morgan Stanley
18
Morgan Stanley
New York
$54.5M
WA
19
Waverly Advisors
Alabama
$52.4M
PCIA
20
Prime Capital Investment Advisors
Kansas
$49.4M
EWA
21
Exencial Wealth Advisors
Oklahoma
$48.8M
9FG
22
93 Financial Group
Massachusetts
$48.6M
SFS
23
Summit Financial Strategies
Ohio
$47.2M
AWMS
24
Advocacy Wealth Management Services
Georgia
$46.9M
Ameriprise
25
Ameriprise
Minnesota
$44M