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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
CTA
726
Colonial Trust Advisors
South Carolina
$298K
XPN
727
XY Planning Network
Montana
$298K
TIAA Trust, National Association
728
TIAA Trust, National Association
North Carolina
$296K
ACM
729
Argent Capital Management
Missouri
$296K
ACA
730
Ascension Capital Advisors
Texas
$295K
SQA
731
Simon Quick Advisors
New Jersey
$295K
PFA
732
Perryman Financial Advisory
Texas
$292K
CIAS
733
Capital Investment Advisory Services
North Carolina
$291K
EAM
734
Everstar Asset Management
North Carolina
$290K
CT
735
Caldwell Trust
Florida
$290K
OPA
736
Old Port Advisors
Maine
$289K
AA
737
Ancora Advisors
Ohio
$289K
BAS
738
Breakthru Advisory Services
Wisconsin
$289K
FFS
739
Founders Financial Securities
Maryland
$286K
DT
740
Diversified Trust
Tennessee
$285K
CSIC
741
Clifford Swan Investment Counsel
California
$285K
FC
742
FCA Corp
Texas
$283K
SIS
743
Strategic Investment Solutions
Illinois
$281K
WIA
744
Wetzel Investment Advisors
Indiana
$281K
AFG
745
Albion Financial Group
Utah
$280K
FWA
746
FSM Wealth Advisors
Ohio
$279K
AC
747
AWM Capital
Arizona
$279K
HL
748
HeadInvest LLC
Maine
$276K
BMO
749
Beck Mack & Oliver
New York
$276K
BW
750
BIP Wealth
Georgia
$272K