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