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Schwab US Mid-Cap ETF

979 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 106 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
ONB
726
Old National Bancorp
Indiana
$310K
Citadel Advisors
727
Citadel Advisors
Florida
$310K
DBRC
728
D.B. Root & Company
Pennsylvania
$309K
NCM
729
Next Capital Management
New York
$306K
AO
730
Advisor OS
Illinois
$306K
AR
731
Apeiron RIA
Texas
$304K
LEA
732
Legacy Edge Advisors
New York
$301K
CTA
733
Colonial Trust Advisors
South Carolina
$298K
XPN
734
XY Planning Network
Montana
$298K
TIAA Trust, National Association
735
TIAA Trust, National Association
North Carolina
$296K
ACM
736
Argent Capital Management
Missouri
$296K
ACA
737
Ascension Capital Advisors
Texas
$295K
SQA
738
Simon Quick Advisors
New Jersey
$295K
PFA
739
Perryman Financial Advisory
Texas
$292K
CIAS
740
Capital Investment Advisory Services
North Carolina
$291K
EAM
741
Everstar Asset Management
North Carolina
$290K
CT
742
Caldwell Trust
Florida
$290K
OPA
743
Old Port Advisors
Maine
$289K
AA
744
Ancora Advisors
Ohio
$289K
BAS
745
Breakthru Advisory Services
Wisconsin
$289K
FFS
746
Founders Financial Securities
Maryland
$286K
DT
747
Diversified Trust
Tennessee
$285K
CSIC
748
Clifford Swan Investment Counsel
California
$285K
FC
749
FCA Corp
Texas
$283K
SIS
750
Strategic Investment Solutions
Illinois
$281K