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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
IWM
226
IHT Wealth Management
Illinois
$4M
SF
227
Schaeffer Financial
Maryland
$3.93M
RC
228
Roundview Capital
New Jersey
$3.93M
VCM
229
Vivaldi Capital Management
Illinois
$3.92M
SLT
230
St Louis Trust
Missouri
$3.9M
CFG
231
Citizens Financial Group
Rhode Island
$3.89M
Stifel Financial
232
Stifel Financial
Missouri
$3.84M
BBWP
233
Beacon Bridge Wealth Partners
Pennsylvania
$3.78M
UBS AM
234
UBS AM
Illinois
$3.78M
AF
235
Apollon Financial
South Carolina
$3.77M
PFT
236
Providence First Trust
Arizona
$3.75M
AWA
237
Acorn Wealth Advisors
Michigan
$3.73M
WMG
238
WESCAP Management Group
California
$3.69M
NIM
239
Nicollet Investment Management
Minnesota
$3.68M
LBC
240
Lowe Brockenbrough & Co
Virginia
$3.65M
UAG
241
United Advisor Group
Ohio
$3.61M
MBI
242
May Barnhard Investments
Maryland
$3.58M
AWM
243
Apollon Wealth Management
South Carolina
$3.55M
DWM
244
Dakota Wealth Management
Florida
$3.51M
NP
245
NorthRock Partners
Minnesota
$3.49M
PA
246
Pinnacle Associates
New York
$3.47M
EF
247
Envision Financial
Wisconsin
$3.46M
SFA
248
Sequoia Financial Advisors
Ohio
$3.44M
LW
249
Livet Wealth
Utah
$3.41M
MMA
250
Miracle Mile Advisors
California
$3.4M