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Schwab US Mid-Cap ETF

980 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, 351 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)

3% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 363

Holders
980
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
HTC
601
Haverford Trust Company
Pennsylvania
$585K
DI
602
Diligent Investors
California
$584K
MT
603
Midwest Trust
Kansas
$580K
PWM
604
Parkshore Wealth Management
California
$579K
PS
605
Principal Securities
Iowa
$579K
WPW
606
Watershed Private Wealth
Illinois
$578K
RA
607
Ruggaard & Associates
Ohio
$578K
AUB
608
Atlantic Union Bankshares
Virginia
$578K
SCM
609
Stordahl Capital Management
Colorado
$572K
VF
610
Vestment Financial
Minnesota
$567K
APSI
611
Asset Planning Services Inc
Louisiana
$567K
SPL
612
Smart Portfolios LLC
Washington
$566K
TCM
613
Twele Capital Management
Minnesota
$560K
CA
614
CWC Advisors
Oregon
$554K
PI
615
Pachira Investments
California
$550K
OPWM
616
Oakwell Private Wealth Management
Texas
$543K
TPCW
617
TD Private Client Wealth
New York
$542K
PCM
618
Park Capital Management
Wisconsin
$527K
CIA
619
Compass Ion Advisors
Pennsylvania
$524K
EWM
620
Empirical Wealth Management
Washington
$520K
DCM
621
Donaldson Capital Management
Indiana
$518K
HT
622
Heritage Trust
Oklahoma
$514K
MS
623
Madden Securities
Texas
$513K
SWM
624
Spire Wealth Management
Virginia
$513K
MWA
625
Motive Wealth Advisors
Michigan
$511K