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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
SAI
451
Savvy Advisors Inc
New York
$1.13M
WCM
452
Wisconsin Capital Management
Wisconsin
$1.13M
SWM
453
Sculati Wealth Management
Michigan
$1.13M
GWWM
454
Great Waters Wealth Management
Minnesota
$1.12M
RWB
455
RMR Wealth Builders
New Jersey
$1.11M
CWM
456
Cornerstone Wealth Management
Missouri
$1.09M
CB
457
Commerce Bank
Missouri
$1.08M
Pathstone Holdings
458
Pathstone Holdings
New Jersey
$1.08M
AWC
459
Adamsbrown Wealth Consultants
Kansas
$1.06M
SCM
460
SOL Capital Management
Maryland
$1.06M
CWM
461
Chesapeake Wealth Management
Virginia
$1.05M
CS
462
Crescent Sterling
Louisiana
$1.05M
NL
463
NWAM LLC
Washington
$1.04M
ANTB
464
AMG National Trust Bank
Colorado
$1.04M
RW
465
Rede Wealth
Virginia
$1.04M
GFG
466
Grantvest Financial Group
New Jersey
$1.04M
WOSD
467
WFA of San Diego
California
$1.03M
PGAM
468
Princeton Global Asset Management
New Jersey
$1.03M
RWM
469
Rialto Wealth Management
New York
$1.03M
FT
470
Fiduciary Trust
Massachusetts
$1.03M
BMCM
471
Burns Matteson Capital Management
New York
$1.03M
LTL
472
Lowery Thomas LLC
California
$1.02M
EWP
473
Elevation Wealth Partners
California
$1.01M
NCM
474
Novare Capital Management
North Carolina
$1M
FPWM
475
Five Pine Wealth Management
Idaho
$987K