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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
RF
776
Robbins Farley
New Hampshire
$239K
MIP
777
Marietta Investment Partners
Wisconsin
$238K
HGWM
778
Horst & Graben Wealth Management
Oregon
$238K
FM
779
Family Management
New York
$237K
FNT
780
First National Trust
Pennsylvania
$237K
SCA
781
Snowden Capital Advisors
New York
$237K
ODIJL
782
One Day In July LLC
Vermont
$237K
AP
783
Appleton Partners
Massachusetts
$236K
AT
784
American Trust
Kentucky
$233K
HWM
785
Heirloom Wealth Management
Colorado
$233K
ACM
786
Advisors Capital Management
New Jersey
$232K
SI
787
Stephens Inc
Arkansas
$231K
LC
788
LCNB Corp
Ohio
$231K
MC
789
Moors & Cabot
Massachusetts
$229K
MWM
790
MOR Wealth Management
Pennsylvania
$226K
OPW
791
Osprey Private Wealth
New York
$226K
VCA
792
Verdence Capital Advisors
Maryland
$224K
Empower Advisory Group
793
Empower Advisory Group
Colorado
$223K
CST
794
Charles Schwab Trust
Nevada
$223K
FFM
795
Forum Financial Management
Illinois
$222K
PWM
796
Peterson Wealth Management
Nevada
$220K
EWM
797
Evercore Wealth Management
New York
$220K
WFS
798
WealthGarden F.S.
California
$220K
KeyBank National Association
799
KeyBank National Association
Ohio
$218K
UW
800
Unique Wealth
Florida
$218K