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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
DCM
626
Donaldson Capital Management
Indiana
$518K
HT
627
Heritage Trust
Oklahoma
$514K
MS
628
Madden Securities
Texas
$513K
SWM
629
Spire Wealth Management
Virginia
$513K
MWA
630
Motive Wealth Advisors
Michigan
$511K
PPWM
631
Perissos Private Wealth Management
Oklahoma
$508K
CFG
632
Chapman Financial Group
Hawaii
$503K
FRA
633
Front Row Advisors
California
$502K
IPWA
634
International Private Wealth Advisors
California
$501K
MCP
635
Mirador Capital Partners
California
$501K
PB
636
Pinnacle Bancorp
Nebraska
$497K
CWM
637
Castle Wealth Management
Florida
$496K
CA
638
Continuum Advisory
Idaho
$495K
LFAS
639
Level Four Advisory Services
Texas
$493K
VH
640
Visionary Horizons
Tennessee
$493K
GCA
641
Genesee Capital Advisors
New York
$493K
EFG
642
Everest Financial Group
Minnesota
$490K
RZH
643
Relyea Zuckerberg Hanson
Connecticut
$489K
BRWA
644
B. Riley Wealth Advisors
Florida
$487K
P
645
&Partners
Tennessee
$485K
FFS
646
Flavin Financial Services
Florida
$484K
BFG
647
Berger Financial Group
Minnesota
$475K
EPL
648
Essential Partners LLC
California
$470K
HAG
649
HighPoint Advisor Group
Illinois
$469K
EFH
650
Eaton Financial Holdings
Florida
$465K