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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
CTA
826
Chesley Taft & Associates
Illinois
$201K
MA
827
Montag & Associates
Georgia
$200K
SC
828
SouthState Corp
Florida
$198K
PK
829
Pflug Koory
Nebraska
$186K
CA
830
CoreCap Advisors
Michigan
$171K
DSC
831
Duncker Streett & Co
Missouri
$163K
KFI
832
Key Financial Inc
Pennsylvania
$153K
ADL
833
Asset Dedication LLC
California
$149K
NG
834
NWK Group
California
$149K
FG
835
Fairman Group
Pennsylvania
$148K
DCM
836
Davis Capital Management
Florida
$146K
GT
837
Glenmede Trust
Pennsylvania
$142K
CAL
838
Capital Analysts LLC
Pennsylvania
$139K
RDFA
839
Ritter Daniher Financial Advisory
Ohio
$138K
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
LWM
841
Lodestone Wealth Management
Washington
$133K
S
842
SignatureFD
Georgia
$128K
EA
843
Evolution Advisers
Virginia
$126K
Fifth Third Bancorp
844
Fifth Third Bancorp
Ohio
$125K
BF
845
BOK Financial
Oklahoma
$125K
MAFA
846
MJT & Associates Financial Advisory
Minnesota
$119K
AssetMark Inc
847
AssetMark Inc
California
$118K
SGK
848
Steigerwald Gordon & Koch
Virginia
$117K
CP
849
Camelot Portfolios
Ohio
$117K
SFC
850
SYM Financial Corp
Indiana
$115K