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Schwab US Mid-Cap ETF

979 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 106 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
CST
801
Charles Schwab Trust
Nevada
$223K
FFM
802
Forum Financial Management
Illinois
$222K
PWM
803
Peterson Wealth Management
Nevada
$220K
EWM
804
Evercore Wealth Management
New York
$220K
WFS
805
WealthGarden F.S.
California
$220K
KeyBank National Association
806
KeyBank National Association
Ohio
$218K
UW
807
Unique Wealth
Florida
$218K
FMN
808
Financial Management Network
California
$217K
AFA
809
Arlington Financial Advisors
California
$217K
BRWM
810
Blue Rock Wealth Management
North Carolina
$214K
RWM
811
Revisor Wealth Management
Ohio
$214K
OC
812
Optima Capital
Oregon
$214K
TWM
813
Topsail Wealth Management
North Carolina
$213K
AMIM
814
Aull & Monroe Investment Management
Alabama
$212K
PWA
815
Pitcairn Wealth Advisors
Pennsylvania
$211K
HP
816
HT Partners
Connecticut
$211K
RPA
817
Rock Point Advisors
Vermont
$211K
HIC
818
Hartline Investment Corp
Illinois
$209K
SF
819
Sun Financial
Utah
$208K
HI
820
Human Investing
Oregon
$207K
SP
821
Sherman Porfolios
Idaho
$207K
CICC
822
Capital Investment Counsel (Colorado)
Colorado
$207K
GCM
823
Glaxis Capital Management
Florida
$206K
FWCM
824
Ferguson Wellman Capital Management
Oregon
$206K
HCM
825
Hengehold Capital Management
Ohio
$206K