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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
CAG
51
Compass Advisory Group
New York
$21.4M
OIA
52
OneDigital Investment Advisors
Kansas
$21.3M
JIC
53
Johnson Investment Counsel
Ohio
$20.9M
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$20.8M
BAM
55
Berkshire Asset Management
Pennsylvania
$20.5M
NFW
56
Noble Family Wealth
Florida
$20.5M
LFS
57
Lutz Financial Services
Nebraska
$20.2M
DAS
58
Dynamic Advisor Solutions
Arizona
$20M
EL
59
Essex LLC
Illinois
$19.7M
BFG
60
Bleakley Financial Group
New Jersey
$19.6M
Osaic Holdings
61
Osaic Holdings
Arizona
$19.1M
SIC
62
Salem Investment Counselors
North Carolina
$19.1M
PMFA
63
Plante Moran Financial Advisors
Michigan
$18.9M
BSB
64
Bangor Savings Bank
Maine
$18.9M
DP
65
Denver PWM
Colorado
$18.3M
FWP
66
FAS Wealth Partners
Kansas
$18.2M
JP Morgan Chase
67
JP Morgan Chase
New York
$18.1M
BEI
68
Benjamin Edwards Inc
Missouri
$16.8M
MCM
69
MAI Capital Management
Ohio
$16.5M
FFA
70
Farther Finance Advisors
California
$16.2M
AMG
71
Asset Management Group
Connecticut
$15.8M
SFP
72
Sherwood Financial Partners
California
$15.6M
TSWM
73
Triangle Securities Wealth Management
North Carolina
$15.5M
Wells Fargo
74
Wells Fargo
California
$15.5M
Goldman Sachs
75
Goldman Sachs
New York
$15.4M