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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
FFM
801
Forum Financial Management
Illinois
$222K
PWM
802
Peterson Wealth Management
Nevada
$220K
EWM
803
Evercore Wealth Management
New York
$220K
WFS
804
WealthGarden F.S.
California
$220K
KeyBank National Association
805
KeyBank National Association
Ohio
$218K
UW
806
Unique Wealth
Florida
$218K
FMN
807
Financial Management Network
California
$217K
AFA
808
Arlington Financial Advisors
California
$217K
BRWM
809
Blue Rock Wealth Management
North Carolina
$214K
RWM
810
Revisor Wealth Management
Ohio
$214K
OC
811
Optima Capital
Oregon
$214K
TWM
812
Topsail Wealth Management
North Carolina
$213K
AMIM
813
Aull & Monroe Investment Management
Alabama
$212K
PWA
814
Pitcairn Wealth Advisors
Pennsylvania
$211K
HP
815
HT Partners
Connecticut
$211K
RPA
816
Rock Point Advisors
Vermont
$211K
HIC
817
Hartline Investment Corp
Illinois
$209K
SF
818
Sun Financial
Utah
$208K
HI
819
Human Investing
Oregon
$207K
SP
820
Sherman Porfolios
Idaho
$207K
CICC
821
Capital Investment Counsel (Colorado)
Colorado
$207K
GCM
822
Glaxis Capital Management
Florida
$206K
FWCM
823
Ferguson Wellman Capital Management
Oregon
$206K
HCM
824
Hengehold Capital Management
Ohio
$206K
OAM
825
Oppenheimer Asset Management
New York
$205K