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Schwab US Mid-Cap ETF

991 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, 366 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: 366

Holders
991
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
BTI
876
Blue Trust Inc
Georgia
$94.9K
SWP
877
Strategic Wealth Partners
Ohio
$91.4K
AT
878
Arlington Trust
Alabama
$90.2K
RFP
879
Root Financial Partners
California
$88.8K
MBFW
880
Morton Brown Family Wealth
Pennsylvania
$86.6K
GSWM
881
Golden State Wealth Management
California
$82.8K
BC
882
Bulwark Capital
Florida
$81.2K
HC
883
Hurley Capital
New York
$79.8K
BIM
884
Breakwater Investment Management
Washington
$76.7K
BHWM
885
Beaird Harris Wealth Management
Texas
$76.1K
KFAS
886
Keating Financial Advisory Services
Kansas
$75K
WSFS
887
Wilmington Savings Fund Society
Delaware
$72.2K
EB
888
Eastern Bank
Massachusetts
$71.3K
OC
889
Oakworth Capital
Alabama
$69.8K
AWA
890
Acumen Wealth Advisors
Tennessee
$69.1K
MFC
891
Morris Financial Concepts
South Carolina
$68.1K
PCM
892
Palouse Capital Management
Washington
$64.4K
IRC
893
Investors Research Corp
Georgia
$63.4K
MEG
894
Millstone Evans Group
Colorado
$60.3K
BW
895
Basepoint Wealth
Iowa
$58.3K
GWM
896
Gilpin Wealth Management
Colorado
$57.1K
FF
897
Frankly Finances
Florida
$56.8K
VWM
898
Vermillion Wealth Management
Minnesota
$55.6K
WB
899
Webster Bank
Connecticut
$53.5K
SC
900
Stephens Consulting
Michigan
$51.7K