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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
SWM
851
SHP Wealth Management
Massachusetts
$168K
DSC
852
Duncker Streett & Co
Missouri
$163K
BONH
853
Bank of New Hampshire
New Hampshire
$154K
KFI
854
Key Financial Inc
Pennsylvania
$153K
ADL
855
Asset Dedication LLC
California
$149K
NG
856
NWK Group
California
$149K
FG
857
Fairman Group
Pennsylvania
$148K
DCM
858
Davis Capital Management
Florida
$146K
GT
859
Glenmede Trust
Pennsylvania
$142K
RDFA
860
Ritter Daniher Financial Advisory
Ohio
$138K
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
LWM
862
Lodestone Wealth Management
Washington
$133K
S
863
SignatureFD
Georgia
$128K
EA
864
Evolution Advisers
Virginia
$126K
Fifth Third Bancorp
865
Fifth Third Bancorp
Ohio
$125K
BF
866
BOK Financial
Oklahoma
$125K
MAFA
867
MJT & Associates Financial Advisory
Minnesota
$119K
AssetMark Inc
868
AssetMark Inc
California
$118K
SGK
869
Steigerwald Gordon & Koch
Virginia
$117K
CP
870
Camelot Portfolios
Ohio
$117K
SFC
871
SYM Financial Corp
Indiana
$115K
RMP
872
Richards, Merrill & Peterson
Washington
$115K
FCT
873
First Community Trust
Iowa
$105K
Russell Investments Group
874
Russell Investments Group
United Kingdom
$105K
OA
875
Operose Advisors
Wisconsin
$99.5K