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