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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
SCM
401
SCS Capital Management
Massachusetts
$1.39M
NFTC
402
North Forty Two & Co
Oregon
$1.38M
RWP
403
RWA Wealth Partners
Massachusetts
$1.37M
SAM
404
Smithbridge Asset Management
Pennsylvania
$1.36M
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$1.36M
PSCM
406
Per Stirling Capital Management
Texas
$1.36M
Susquehanna International Group
407
Susquehanna International Group
Pennsylvania
$1.36M
Tudor Investment Corp
408
Tudor Investment Corp
Connecticut
$1.36M
LJAC
409
L.J. Altfest & Co
New York
$1.36M
FPAS
410
Focus Partners Advisor Solutions
Missouri
$1.35M
IFS
411
Ifrah Financial Services
Arkansas
$1.35M
AllianceBernstein
412
AllianceBernstein
Tennessee
$1.33M
QCG
413
Quadrant Capital Group
Ohio
$1.33M
WA
414
Whipplewood Advisors
Colorado
$1.32M
DAS
415
Diversify Advisory Services
Utah
$1.32M
SHJ
416
Sharkey, Howes & Javer
Colorado
$1.32M
US Bancorp
417
US Bancorp
Minnesota
$1.32M
PFM
418
Phillips Financial Management
Indiana
$1.31M
Lazard Asset Management
419
Lazard Asset Management
New York
$1.3M
ECM
420
Evergreen Capital Management
Washington
$1.26M
FIA
421
Foundations Investment Advisors
Arizona
$1.26M
FTUS
422
Flow Traders U.S.
New York
$1.25M
WA
423
WP Advisors
California
$1.24M
AAP
424
Arax Advisory Partners
Colorado
$1.24M
ATI
425
ARK & TLK Investments
Oklahoma
$1.23M