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Schwab US Mid-Cap ETF

992 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 367 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 367

Holders
992
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
AP
801
Appleton Partners
Massachusetts
$236K
AT
802
American Trust
Kentucky
$233K
HWM
803
Heirloom Wealth Management
Colorado
$233K
ACM
804
Advisors Capital Management
New Jersey
$232K
SI
805
Stephens Inc
Arkansas
$231K
LC
806
LCNB Corp
Ohio
$231K
MC
807
Moors & Cabot
Massachusetts
$229K
MWM
808
MOR Wealth Management
Pennsylvania
$226K
OPW
809
Osprey Private Wealth
New York
$226K
VCA
810
Verdence Capital Advisors
Maryland
$224K
Empower Advisory Group
811
Empower Advisory Group
Colorado
$223K
CST
812
Charles Schwab Trust
Nevada
$223K
FFM
813
Forum Financial Management
Illinois
$222K
PWM
814
Peterson Wealth Management
Nevada
$220K
EWM
815
Evercore Wealth Management
New York
$220K
WFS
816
WealthGarden F.S.
California
$220K
KeyBank National Association
817
KeyBank National Association
Ohio
$218K
UW
818
Unique Wealth
Florida
$218K
FMN
819
Financial Management Network
California
$217K
AFA
820
Arlington Financial Advisors
California
$217K
BRWM
821
Blue Rock Wealth Management
North Carolina
$214K
RWM
822
Revisor Wealth Management
Ohio
$214K
OC
823
Optima Capital
Oregon
$214K
TWM
824
Topsail Wealth Management
North Carolina
$213K
AMIM
825
Aull & Monroe Investment Management
Alabama
$212K