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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
LTL
476
Lowery Thomas LLC
California
$1.02M
EWP
477
Elevation Wealth Partners
California
$1.01M
NCM
478
Novare Capital Management
North Carolina
$1M
FPWM
479
Five Pine Wealth Management
Idaho
$987K
PSF
480
Pacific Sun Financial
California
$985K
GCM
481
Gambit Capital Management
Tennessee
$984K
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$980K
HP
483
Hilltop Partners
Indiana
$978K
TFS
484
Thoroughbred Financial Services
Tennessee
$974K
BAM
485
Belpointe Asset Management
Nevada
$973K
FCA
486
Fortis Capital Advisors
Kansas
$973K
FAG
487
Fortitude Advisory Group
Washington
$967K
AGWCA
488
Annis Gardner Whiting Capital Advisors
Florida
$961K
PCM
489
Pennsylvania Capital Management
Pennsylvania
$958K
GFA
490
Gallagher Fiduciary Advisors
Illinois
$951K
CFP
491
Cascade Financial Partners
California
$948K
WPC
492
Wedmont Private Capital
Pennsylvania
$944K
IA
493
IF Advisors
Texas
$943K
BWL
494
Bogart Wealth LLC
Virginia
$940K
Bank of New York Mellon
495
Bank of New York Mellon
New York
$937K
MA
496
Mutual Advisors
Nebraska
$936K
SWP
497
Stratos Wealth Partners
Ohio
$932K
HFO
498
Heritage Family Offices
Arizona
$917K
SPC
499
Sigma Planning Corp
Michigan
$916K
OCM
500
One Capital Management
California
$915K