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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
FF
876
Frankly Finances
Florida
$56.8K
VWM
877
Vermillion Wealth Management
Minnesota
$55.6K
WB
878
Webster Bank
Connecticut
$53.5K
SC
879
Stephens Consulting
Michigan
$51.7K
OP
880
ORG Partners
Indiana
$50.5K
FF
881
Finley Financial
Nevada
$50.2K
JHCP
882
Jackson Hole Capital Partners
Oklahoma
$49.6K
NSIM
883
North Star Investment Management
Illinois
$48.2K
CMP
884
Coston McIsaac & Partners
Maine
$47K
OHWP
885
Oak Harbor Wealth Partners
North Carolina
$46.9K
Citigroup
886
Citigroup
New York
$43.7K
DF
887
DecisionPoint Financial
Arizona
$42.8K
MCM
888
Manchester Capital Management
Vermont
$41.8K
RF
889
Roxbury Financial
New Jersey
$41.3K
GWM
890
Geneos Wealth Management
Colorado
$40.5K
CCMI
891
Creative Capital Management Investments
California
$40.2K
UB
892
UMB Bank
Missouri
$39.8K
GWS
893
Glassman Wealth Services
Virginia
$39.2K
PCA
894
Providence Capital Advisors
North Carolina
$38.7K
IAIM
895
International Assets Investment Management
Florida
$36.2K
CI
896
Cordant Inc
Oregon
$32.7K
BCM
897
Blume Capital Management
California
$31.6K
RA
898
Ransom Advisory
Rhode Island
$31.6K
KFG
899
Kingdom Financial Group
Arizona
$30.7K
TCOV
900
Trust Company of Vermont
Vermont
$28.5K