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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
OAM
826
Oppenheimer Asset Management
New York
$205K
CIC
827
Carnegie Investment Counsel
Ohio
$205K
JIC
828
Joel Isaacson & Co
New York
$204K
PA
829
Procyon Advisors
Connecticut
$204K
LFS
830
Legacy Financial Strategies
Kansas
$201K
CWA
831
Canvas Wealth Advisors
Kansas
$201K
BA
832
Ballast Advisors
Minnesota
$201K
CTA
833
Chesley Taft & Associates
Illinois
$201K
MA
834
Montag & Associates
Georgia
$200K
SC
835
SouthState Corp
Florida
$198K
PK
836
Pflug Koory
Nebraska
$186K
CA
837
CoreCap Advisors
Michigan
$171K
SWM
838
SHP Wealth Management
Massachusetts
$168K
DSC
839
Duncker Streett & Co
Missouri
$163K
BONH
840
Bank of New Hampshire
New Hampshire
$154K
KFI
841
Key Financial Inc
Pennsylvania
$153K
ADL
842
Asset Dedication LLC
California
$149K
NG
843
NWK Group
California
$149K
FG
844
Fairman Group
Pennsylvania
$148K
DCM
845
Davis Capital Management
Florida
$146K
GT
846
Glenmede Trust
Pennsylvania
$142K
CAL
847
Capital Analysts LLC
Pennsylvania
$139K
RDFA
848
Ritter Daniher Financial Advisory
Ohio
$138K
JFGIW
849
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
LWM
850
Lodestone Wealth Management
Washington
$133K