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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
FMN
801
Financial Management Network
California
$217K
AFA
802
Arlington Financial Advisors
California
$217K
BRWM
803
Blue Rock Wealth Management
North Carolina
$214K
RWM
804
Revisor Wealth Management
Ohio
$214K
OC
805
Optima Capital
Oregon
$214K
TWM
806
Topsail Wealth Management
North Carolina
$213K
AMIM
807
Aull & Monroe Investment Management
Alabama
$212K
PWA
808
Pitcairn Wealth Advisors
Pennsylvania
$211K
HP
809
HT Partners
Connecticut
$211K
RPA
810
Rock Point Advisors
Vermont
$211K
HIC
811
Hartline Investment Corp
Illinois
$209K
SF
812
Sun Financial
Utah
$208K
HI
813
Human Investing
Oregon
$207K
SP
814
Sherman Porfolios
Idaho
$207K
CICC
815
Capital Investment Counsel (Colorado)
Colorado
$207K
GCM
816
Glaxis Capital Management
Florida
$206K
FWCM
817
Ferguson Wellman Capital Management
Oregon
$206K
HCM
818
Hengehold Capital Management
Ohio
$206K
OAM
819
Oppenheimer Asset Management
New York
$205K
CIC
820
Carnegie Investment Counsel
Ohio
$205K
JIC
821
Joel Isaacson & Co
New York
$204K
PA
822
Procyon Advisors
Connecticut
$204K
LFS
823
Legacy Financial Strategies
Kansas
$201K
CWA
824
Canvas Wealth Advisors
Kansas
$201K
BA
825
Ballast Advisors
Minnesota
$201K