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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
RMP
851
Richards, Merrill & Peterson
Washington
$115K
FCT
852
First Community Trust
Iowa
$105K
Russell Investments Group
853
Russell Investments Group
United Kingdom
$105K
OA
854
Operose Advisors
Wisconsin
$99.5K
RWM
855
RMG Wealth Management
Wisconsin
$95.3K
BTI
856
Blue Trust Inc
Georgia
$94.9K
AT
857
Arlington Trust
Alabama
$90.2K
RFP
858
Root Financial Partners
California
$88.8K
MBFW
859
Morton Brown Family Wealth
Pennsylvania
$86.6K
GSWM
860
Golden State Wealth Management
California
$82.8K
BC
861
Bulwark Capital
Florida
$81.2K
HC
862
Hurley Capital
New York
$79.8K
BIM
863
Breakwater Investment Management
Washington
$76.7K
BHWM
864
Beaird Harris Wealth Management
Texas
$76.1K
KFAS
865
Keating Financial Advisory Services
Kansas
$75K
WSFS
866
Wilmington Savings Fund Society
Delaware
$72.2K
EB
867
Eastern Bank
Massachusetts
$71.3K
OC
868
Oakworth Capital
Alabama
$69.8K
AWA
869
Acumen Wealth Advisors
Tennessee
$69.1K
MFC
870
Morris Financial Concepts
South Carolina
$68.1K
PCM
871
Palouse Capital Management
Washington
$64.4K
IRC
872
Investors Research Corp
Georgia
$63.4K
MEG
873
Millstone Evans Group
Colorado
$60.3K
BW
874
Basepoint Wealth
Iowa
$58.3K
GWM
875
Gilpin Wealth Management
Colorado
$57.1K