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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
MA
501
Mutual Advisors
Nebraska
$936K
SWP
502
Stratos Wealth Partners
Ohio
$932K
HFO
503
Heritage Family Offices
Arizona
$917K
SPC
504
Sigma Planning Corp
Michigan
$916K
OCM
505
One Capital Management
California
$915K
JC
506
JM2 Capital
Oklahoma
$915K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$902K
OIS
508
Okabena Investment Services
Minnesota
$893K
AA
509
Alesco Advisors
New York
$887K
BL
510
BCWM LLC
Kansas
$887K
PAM
511
Pegasus Asset Management
New York
$887K
PA
512
Parallel Advisors
California
$884K
SSWG
513
Seven Springs Wealth Group
Tennessee
$878K
APW
514
Aurora Private Wealth
New Jersey
$878K
DAS
515
Daybright Advisory Services
Florida
$876K
DADC
516
D.A. Davidson & Co
Montana
$873K
OBWG
517
Onyx Bridge Wealth Group
New York
$872K
WPA
518
West Paces Advisors
Georgia
$869K
HNB
519
Huntington National Bank
Ohio
$866K
FNBT
520
FineMark National Bank & Trust
Florida
$863K
NB
521
NBT Bank
New York
$862K
CPL
522
CAP Partners LLC
Tennessee
$861K
CG
523
Cynosure Group
Utah
$860K
AIA
524
Armor Investment Advisors
North Carolina
$860K
NCMW
525
Northern Capital Management (Washington)
Washington
$857K