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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
WOSD
476
WFA of San Diego
California
$1.03M
PGAM
477
Princeton Global Asset Management
New Jersey
$1.03M
RWM
478
Rialto Wealth Management
New York
$1.03M
FT
479
Fiduciary Trust
Massachusetts
$1.03M
BMCM
480
Burns Matteson Capital Management
New York
$1.03M
LTL
481
Lowery Thomas LLC
California
$1.02M
EWP
482
Elevation Wealth Partners
California
$1.01M
NCM
483
Novare Capital Management
North Carolina
$1M
FPWM
484
Five Pine Wealth Management
Idaho
$987K
PSF
485
Pacific Sun Financial
California
$985K
GCM
486
Gambit Capital Management
Tennessee
$984K
IWMA
487
Ironwood Wealth Management (Arizona)
Arizona
$980K
HP
488
Hilltop Partners
Indiana
$978K
TFS
489
Thoroughbred Financial Services
Tennessee
$974K
BAM
490
Belpointe Asset Management
Nevada
$973K
FCA
491
Fortis Capital Advisors
Kansas
$973K
FAG
492
Fortitude Advisory Group
Washington
$967K
AGWCA
493
Annis Gardner Whiting Capital Advisors
Florida
$961K
PCM
494
Pennsylvania Capital Management
Pennsylvania
$958K
GFA
495
Gallagher Fiduciary Advisors
Illinois
$951K
CFP
496
Cascade Financial Partners
California
$948K
WPC
497
Wedmont Private Capital
Pennsylvania
$944K
IA
498
IF Advisors
Texas
$943K
BWL
499
Bogart Wealth LLC
Virginia
$940K
Bank of New York Mellon
500
Bank of New York Mellon
New York
$937K