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Schwab US Mid-Cap ETF

992 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 367 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 367

Holders
992
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
LB
401
Legacy Bridge
Iowa
$1.44M
SAM
402
S.A. Mason
Michigan
$1.43M
KF
403
K2 Financial
California
$1.43M
1WM
404
1900 Wealth Management
Texas
$1.41M
CCW
405
Coastline Complete Wealth
South Carolina
$1.41M
CA
406
Capital Advantage
California
$1.4M
KW
407
Keyvantage Wealth
Pennsylvania
$1.39M
SCM
408
SCS Capital Management
Massachusetts
$1.39M
NFTC
409
North Forty Two & Co
Oregon
$1.38M
RWP
410
RWA Wealth Partners
Massachusetts
$1.37M
SAM
411
Smithbridge Asset Management
Pennsylvania
$1.36M
Janney Montgomery Scott
412
Janney Montgomery Scott
Pennsylvania
$1.36M
PSCM
413
Per Stirling Capital Management
Texas
$1.36M
Susquehanna International Group
414
Susquehanna International Group
Pennsylvania
$1.36M
Tudor Investment Corp
415
Tudor Investment Corp
Connecticut
$1.36M
LJAC
416
L.J. Altfest & Co
New York
$1.36M
FPAS
417
Focus Partners Advisor Solutions
Missouri
$1.35M
IFS
418
Ifrah Financial Services
Arkansas
$1.35M
AllianceBernstein
419
AllianceBernstein
Tennessee
$1.33M
QCG
420
Quadrant Capital Group
Ohio
$1.33M
WA
421
Whipplewood Advisors
Colorado
$1.32M
DAS
422
Diversify Advisory Services
Utah
$1.32M
SHJ
423
Sharkey, Howes & Javer
Colorado
$1.32M
US Bancorp
424
US Bancorp
Minnesota
$1.32M
PFM
425
Phillips Financial Management
Indiana
$1.31M