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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
BWG
226
Balanced Wealth Group
Ohio
$4.08M
PWM
227
Perigon Wealth Management
California
$4.02M
RCM
228
Richardson Capital Management
Wisconsin
$4M
IWM
229
IHT Wealth Management
Illinois
$4M
SF
230
Schaeffer Financial
Maryland
$3.93M
RC
231
Roundview Capital
New Jersey
$3.93M
VCM
232
Vivaldi Capital Management
Illinois
$3.92M
SLT
233
St Louis Trust
Missouri
$3.9M
CFG
234
Citizens Financial Group
Rhode Island
$3.89M
Stifel Financial
235
Stifel Financial
Missouri
$3.84M
BBWP
236
Beacon Bridge Wealth Partners
Pennsylvania
$3.78M
UBS AM
237
UBS AM
Illinois
$3.78M
AF
238
Apollon Financial
South Carolina
$3.77M
PFT
239
Providence First Trust
Arizona
$3.75M
AWA
240
Acorn Wealth Advisors
Michigan
$3.73M
WMG
241
WESCAP Management Group
California
$3.69M
NIM
242
Nicollet Investment Management
Minnesota
$3.68M
LBC
243
Lowe Brockenbrough & Co
Virginia
$3.65M
UAG
244
United Advisor Group
Ohio
$3.61M
MBI
245
May Barnhard Investments
Maryland
$3.58M
AWM
246
Apollon Wealth Management
South Carolina
$3.55M
DWM
247
Dakota Wealth Management
Florida
$3.51M
NP
248
NorthRock Partners
Minnesota
$3.49M
PA
249
Pinnacle Associates
New York
$3.47M
EF
250
Envision Financial
Wisconsin
$3.46M