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Schwab US Mid-Cap ETF

978 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 105 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 (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
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
OIA
51
OneDigital Investment Advisors
Kansas
$21.3M
JIC
52
Johnson Investment Counsel
Ohio
$20.9M
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$20.8M
BAM
54
Berkshire Asset Management
Pennsylvania
$20.5M
NFW
55
Noble Family Wealth
Florida
$20.5M
LFS
56
Lutz Financial Services
Nebraska
$20.2M
DAS
57
Dynamic Advisor Solutions
Arizona
$20M
EL
58
Essex LLC
Illinois
$19.7M
BFG
59
Bleakley Financial Group
New Jersey
$19.6M
Osaic Holdings
60
Osaic Holdings
Arizona
$19.1M
SIC
61
Salem Investment Counselors
North Carolina
$19.1M
PMFA
62
Plante Moran Financial Advisors
Michigan
$18.9M
BSB
63
Bangor Savings Bank
Maine
$18.9M
DP
64
Denver PWM
Colorado
$18.3M
FWP
65
FAS Wealth Partners
Kansas
$18.2M
JP Morgan Chase
66
JP Morgan Chase
New York
$18.1M
BEI
67
Benjamin Edwards Inc
Missouri
$16.8M
MCM
68
MAI Capital Management
Ohio
$16.5M
FFA
69
Farther Finance Advisors
California
$16.2M
AMG
70
Asset Management Group
Connecticut
$15.8M
SFP
71
Sherwood Financial Partners
California
$15.6M
TSWM
72
Triangle Securities Wealth Management
North Carolina
$15.5M
Wells Fargo
73
Wells Fargo
California
$15.5M
Goldman Sachs
74
Goldman Sachs
New York
$15.4M
HFS
75
Horizon Financial Services
North Carolina
$15M