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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
PWA
826
Pitcairn Wealth Advisors
Pennsylvania
$211K
HP
827
HT Partners
Connecticut
$211K
RPA
828
Rock Point Advisors
Vermont
$211K
HIC
829
Hartline Investment Corp
Illinois
$209K
SF
830
Sun Financial
Utah
$208K
HI
831
Human Investing
Oregon
$207K
WAS
832
Westco Advisory Services
New York
$207K
SP
833
Sherman Porfolios
Idaho
$207K
CICC
834
Capital Investment Counsel (Colorado)
Colorado
$207K
GCM
835
Glaxis Capital Management
Florida
$206K
FWCM
836
Ferguson Wellman Capital Management
Oregon
$206K
HCM
837
Hengehold Capital Management
Ohio
$206K
OAM
838
Oppenheimer Asset Management
New York
$205K
CIC
839
Carnegie Investment Counsel
Ohio
$205K
JIC
840
Joel Isaacson & Co
New York
$204K
PA
841
Procyon Advisors
Connecticut
$204K
LFS
842
Legacy Financial Strategies
Kansas
$201K
CWA
843
Canvas Wealth Advisors
Kansas
$201K
BA
844
Ballast Advisors
Minnesota
$201K
CTA
845
Chesley Taft & Associates
Illinois
$201K
MA
846
Montag & Associates
Georgia
$200K
SC
847
SouthState Corp
Florida
$198K
PK
848
Pflug Koory
Nebraska
$186K
CA
849
CoreCap Advisors
Michigan
$171K
CAL
850
Capital Analysts LLC
Pennsylvania
$170K