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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
BL
501
BCWM LLC
Kansas
$887K
PAM
502
Pegasus Asset Management
New York
$887K
PA
503
Parallel Advisors
California
$884K
SSWG
504
Seven Springs Wealth Group
Tennessee
$878K
APW
505
Aurora Private Wealth
New Jersey
$878K
DAS
506
Daybright Advisory Services
Florida
$876K
DADC
507
D.A. Davidson & Co
Montana
$873K
OBWG
508
Onyx Bridge Wealth Group
New York
$872K
WPA
509
West Paces Advisors
Georgia
$869K
HNB
510
Huntington National Bank
Ohio
$866K
FNBT
511
FineMark National Bank & Trust
Florida
$863K
NB
512
NBT Bank
New York
$862K
CPL
513
CAP Partners LLC
Tennessee
$861K
CG
514
Cynosure Group
Utah
$860K
AIA
515
Armor Investment Advisors
North Carolina
$860K
NCMW
516
Northern Capital Management (Washington)
Washington
$857K
CPA
517
Clear Point Advisors
New York
$856K
NWMG
518
National Wealth Management Group
Ohio
$851K
GB
519
Goepper Burkhardt
South Carolina
$851K
BCI
520
Brinker Capital Investments
Pennsylvania
$839K
BIA
521
Bigelow Investment Advisors
Maine
$837K
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$833K
RMF
523
Red Mountain Financial
Colorado
$829K
AWE
524
Avidian Wealth Enterprises
Texas
$828K
BWA
525
BlueChip Wealth Advisors
Georgia
$824K