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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
Lazard Asset Management
426
Lazard Asset Management
New York
$1.3M
ECM
427
Evergreen Capital Management
Washington
$1.26M
FIA
428
Foundations Investment Advisors
Arizona
$1.26M
FTUS
429
Flow Traders U.S.
New York
$1.25M
WA
430
WP Advisors
California
$1.24M
AAP
431
Arax Advisory Partners
Colorado
$1.24M
ATI
432
ARK & TLK Investments
Oklahoma
$1.23M
SIC
433
Sigma Investment Counselors
Michigan
$1.22M
SPP
434
Single Point Partners
Massachusetts
$1.22M
FA
435
FF Advisors
California
$1.22M
STA
436
Summit Trail Advisors
New York
$1.2M
CIR
437
Clear Investment Research
Georgia
$1.2M
GIA
438
GHP Investment Advisors
Colorado
$1.2M
WMWM
439
Wilkins Miller Wealth Management
Alabama
$1.19M
NGA
440
Naples Global Advisors
Florida
$1.19M
FPF
441
First Pacific Financial
Washington
$1.19M
VPIM
442
Vanguard Personalized Indexing Management
California
$1.19M
William Blair & Company
443
William Blair & Company
Illinois
$1.18M
SAM
444
Sawgrass Asset Management
Florida
$1.18M
BFG
445
Bouchey Financial Group
New York
$1.17M
HI
446
Harbour Investments
Wisconsin
$1.16M
IWP
447
IAG Wealth Partners
Wisconsin
$1.16M
AAS
448
Ameritas Advisory Services
Nebraska
$1.16M
AC
449
AlphaCore Capital
California
$1.16M
CFG
450
Cassilly Financial Group
Maryland
$1.15M