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Schwab US Mid-Cap ETF

980 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, 351 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)

3% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 363

Holders
980
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
HIC
451
Holderness Investments Company
North Carolina
$1.14M
SIMC
452
Squire Investment Management Company
Utah
$1.14M
OIM
453
Orca Investment Management
Oregon
$1.13M
FI
454
FIDELIS iM
Oregon
$1.13M
SFWA
455
Summit Financial Wealth Advisors
Louisiana
$1.13M
SAI
456
Savvy Advisors Inc
New York
$1.13M
WCM
457
Wisconsin Capital Management
Wisconsin
$1.13M
SWM
458
Sculati Wealth Management
Michigan
$1.13M
GWWM
459
Great Waters Wealth Management
Minnesota
$1.12M
RWB
460
RMR Wealth Builders
New Jersey
$1.11M
CWM
461
Cornerstone Wealth Management
Missouri
$1.09M
CB
462
Commerce Bank
Missouri
$1.08M
Pathstone Holdings
463
Pathstone Holdings
New Jersey
$1.08M
AWC
464
Adamsbrown Wealth Consultants
Kansas
$1.06M
SCM
465
SOL Capital Management
Maryland
$1.06M
CWM
466
Chesapeake Wealth Management
Virginia
$1.05M
CS
467
Crescent Sterling
Louisiana
$1.05M
NL
468
NWAM LLC
Washington
$1.04M
ANTB
469
AMG National Trust Bank
Colorado
$1.04M
RW
470
Rede Wealth
Virginia
$1.04M
GFG
471
Grantvest Financial Group
New Jersey
$1.04M
WOSD
472
WFA of San Diego
California
$1.03M
PGAM
473
Princeton Global Asset Management
New Jersey
$1.03M
RWM
474
Rialto Wealth Management
New York
$1.03M
FT
475
Fiduciary Trust
Massachusetts
$1.03M