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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
CNFG
601
Creegan & Nassoura Financial Group
New Hampshire
$605K
KAS
602
KPP Advisory Services
Kentucky
$602K
CAM
603
Cozad Asset Management
Illinois
$602K
RRA
604
Red Reef Advisors
Florida
$589K
TP
605
Tranquility Partners
Tennessee
$587K
HTC
606
Haverford Trust Company
Pennsylvania
$585K
DI
607
Diligent Investors
California
$584K
MT
608
Midwest Trust
Kansas
$580K
PWM
609
Parkshore Wealth Management
California
$579K
PS
610
Principal Securities
Iowa
$579K
WPW
611
Watershed Private Wealth
Illinois
$578K
RA
612
Ruggaard & Associates
Ohio
$578K
AUB
613
Atlantic Union Bankshares
Virginia
$578K
SCM
614
Stordahl Capital Management
Colorado
$572K
VF
615
Vestment Financial
Minnesota
$567K
APSI
616
Asset Planning Services Inc
Louisiana
$567K
SPL
617
Smart Portfolios LLC
Washington
$566K
TCM
618
Twele Capital Management
Minnesota
$560K
CA
619
CWC Advisors
Oregon
$554K
PI
620
Pachira Investments
California
$550K
OPWM
621
Oakwell Private Wealth Management
Texas
$543K
TPCW
622
TD Private Client Wealth
New York
$542K
PCM
623
Park Capital Management
Wisconsin
$527K
CIA
624
Compass Ion Advisors
Pennsylvania
$524K
EWM
625
Empirical Wealth Management
Washington
$520K