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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
JC
501
JM2 Capital
Oklahoma
$915K
PFBT
502
Parkside Financial Bank & Trust
Missouri
$902K
OIS
503
Okabena Investment Services
Minnesota
$893K
AA
504
Alesco Advisors
New York
$887K
BL
505
BCWM LLC
Kansas
$887K
PAM
506
Pegasus Asset Management
New York
$887K
PA
507
Parallel Advisors
California
$884K
SSWG
508
Seven Springs Wealth Group
Tennessee
$878K
APW
509
Aurora Private Wealth
New Jersey
$878K
DAS
510
Daybright Advisory Services
Florida
$876K
DADC
511
D.A. Davidson & Co
Montana
$873K
OBWG
512
Onyx Bridge Wealth Group
New York
$872K
WPA
513
West Paces Advisors
Georgia
$869K
HNB
514
Huntington National Bank
Ohio
$866K
FNBT
515
FineMark National Bank & Trust
Florida
$863K
NB
516
NBT Bank
New York
$862K
CPL
517
CAP Partners LLC
Tennessee
$861K
CG
518
Cynosure Group
Utah
$860K
AIA
519
Armor Investment Advisors
North Carolina
$860K
NCMW
520
Northern Capital Management (Washington)
Washington
$857K
CPA
521
Clear Point Advisors
New York
$856K
NWMG
522
National Wealth Management Group
Ohio
$851K
GB
523
Goepper Burkhardt
South Carolina
$851K
BCI
524
Brinker Capital Investments
Pennsylvania
$839K
BIA
525
Bigelow Investment Advisors
Maine
$837K