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Schwab US Mid-Cap ETF

979 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 106 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
1WM
401
1900 Wealth Management
Texas
$1.41M
CCW
402
Coastline Complete Wealth
South Carolina
$1.41M
CA
403
Capital Advantage
California
$1.4M
KW
404
Keyvantage Wealth
Pennsylvania
$1.39M
SCM
405
SCS Capital Management
Massachusetts
$1.39M
NFTC
406
North Forty Two & Co
Oregon
$1.38M
RWP
407
RWA Wealth Partners
Massachusetts
$1.37M
SAM
408
Smithbridge Asset Management
Pennsylvania
$1.36M
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$1.36M
PSCM
410
Per Stirling Capital Management
Texas
$1.36M
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
$1.36M
Tudor Investment Corp
412
Tudor Investment Corp
Connecticut
$1.36M
LJAC
413
L.J. Altfest & Co
New York
$1.36M
FPAS
414
Focus Partners Advisor Solutions
Missouri
$1.35M
IFS
415
Ifrah Financial Services
Arkansas
$1.35M
AllianceBernstein
416
AllianceBernstein
Tennessee
$1.33M
QCG
417
Quadrant Capital Group
Ohio
$1.33M
WA
418
Whipplewood Advisors
Colorado
$1.32M
DAS
419
Diversify Advisory Services
Utah
$1.32M
SHJ
420
Sharkey, Howes & Javer
Colorado
$1.32M
US Bancorp
421
US Bancorp
Minnesota
$1.32M
PFM
422
Phillips Financial Management
Indiana
$1.31M
Lazard Asset Management
423
Lazard Asset Management
New York
$1.3M
ECM
424
Evergreen Capital Management
Washington
$1.26M
FIA
425
Foundations Investment Advisors
Arizona
$1.26M