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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
SFGP
451
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M
CCM
452
Condor Capital Management
New Jersey
$1.14M
HIC
453
Holderness Investments Company
North Carolina
$1.14M
SIMC
454
Squire Investment Management Company
Utah
$1.14M
OIM
455
Orca Investment Management
Oregon
$1.13M
SIA
456
Serenity Investment Advisors
Illinois
$1.13M
FI
457
FIDELIS iM
Oregon
$1.13M
SFWA
458
Summit Financial Wealth Advisors
Louisiana
$1.13M
SAI
459
Savvy Advisors Inc
New York
$1.13M
WCM
460
Wisconsin Capital Management
Wisconsin
$1.13M
SWM
461
Sculati Wealth Management
Michigan
$1.13M
GWWM
462
Great Waters Wealth Management
Minnesota
$1.12M
RWB
463
RMR Wealth Builders
New Jersey
$1.11M
CWM
464
Cornerstone Wealth Management
Missouri
$1.09M
CB
465
Commerce Bank
Missouri
$1.08M
Pathstone Holdings
466
Pathstone Holdings
New Jersey
$1.08M
AWC
467
Adamsbrown Wealth Consultants
Kansas
$1.06M
SCM
468
SOL Capital Management
Maryland
$1.06M
TC
469
Tenret Company
Florida
$1.05M
CWM
470
Chesapeake Wealth Management
Virginia
$1.05M
CS
471
Crescent Sterling
Louisiana
$1.05M
NL
472
NWAM LLC
Washington
$1.04M
ANTB
473
AMG National Trust Bank
Colorado
$1.04M
RW
474
Rede Wealth
Virginia
$1.04M
GFG
475
Grantvest Financial Group
New Jersey
$1.04M