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Schwab US Mid-Cap ETF

978 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 105 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 (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
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
EA
851
Evolution Advisers
Virginia
$126K
Fifth Third Bancorp
852
Fifth Third Bancorp
Ohio
$125K
BF
853
BOK Financial
Oklahoma
$125K
MAFA
854
MJT & Associates Financial Advisory
Minnesota
$119K
AssetMark Inc
855
AssetMark Inc
California
$118K
SGK
856
Steigerwald Gordon & Koch
Virginia
$117K
CP
857
Camelot Portfolios
Ohio
$117K
SFC
858
SYM Financial Corp
Indiana
$115K
RMP
859
Richards, Merrill & Peterson
Washington
$115K
FCT
860
First Community Trust
Iowa
$105K
Russell Investments Group
861
Russell Investments Group
United Kingdom
$105K
OA
862
Operose Advisors
Wisconsin
$99.5K
RWM
863
RMG Wealth Management
Wisconsin
$95.3K
BTI
864
Blue Trust Inc
Georgia
$94.9K
AT
865
Arlington Trust
Alabama
$90.2K
RFP
866
Root Financial Partners
California
$88.8K
MBFW
867
Morton Brown Family Wealth
Pennsylvania
$86.6K
GSWM
868
Golden State Wealth Management
California
$82.8K
BC
869
Bulwark Capital
Florida
$81.2K
HC
870
Hurley Capital
New York
$79.8K
BIM
871
Breakwater Investment Management
Washington
$76.7K
BHWM
872
Beaird Harris Wealth Management
Texas
$76.1K
KFAS
873
Keating Financial Advisory Services
Kansas
$75K
WSFS
874
Wilmington Savings Fund Society
Delaware
$72.2K
EB
875
Eastern Bank
Massachusetts
$71.3K