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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
SWA
776
Sax Wealth Advisors
New Jersey
$242K
MNA
777
Manning & Napier Advisors
New York
$242K
ZIM
778
Zacks Investment Management
Illinois
$242K
AFTS
779
American Financial & Tax Strategies
New York
$242K
AW
780
Avion Wealth
Texas
$241K
PAMG
781
Patton Albertson Miller Group
Tennessee
$239K
RF
782
Robbins Farley
New Hampshire
$239K
MIP
783
Marietta Investment Partners
Wisconsin
$238K
HGWM
784
Horst & Graben Wealth Management
Oregon
$238K
FM
785
Family Management
New York
$237K
FNT
786
First National Trust
Pennsylvania
$237K
SCA
787
Snowden Capital Advisors
New York
$237K
ODIJL
788
One Day In July LLC
Vermont
$237K
AP
789
Appleton Partners
Massachusetts
$236K
AT
790
American Trust
Kentucky
$233K
HWM
791
Heirloom Wealth Management
Colorado
$233K
ACM
792
Advisors Capital Management
New Jersey
$232K
SI
793
Stephens Inc
Arkansas
$231K
LC
794
LCNB Corp
Ohio
$231K
MC
795
Moors & Cabot
Massachusetts
$229K
MWM
796
MOR Wealth Management
Pennsylvania
$226K
OPW
797
Osprey Private Wealth
New York
$226K
VCA
798
Verdence Capital Advisors
Maryland
$224K
Empower Advisory Group
799
Empower Advisory Group
Colorado
$223K
CST
800
Charles Schwab Trust
Nevada
$223K