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Schwab US Mid-Cap ETF

979 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 106 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
EB
876
Eastern Bank
Massachusetts
$71.3K
OC
877
Oakworth Capital
Alabama
$69.8K
AWA
878
Acumen Wealth Advisors
Tennessee
$69.1K
MFC
879
Morris Financial Concepts
South Carolina
$68.1K
PCM
880
Palouse Capital Management
Washington
$64.4K
IRC
881
Investors Research Corp
Georgia
$63.4K
MEG
882
Millstone Evans Group
Colorado
$60.3K
BW
883
Basepoint Wealth
Iowa
$58.3K
GWM
884
Gilpin Wealth Management
Colorado
$57.1K
FF
885
Frankly Finances
Florida
$56.8K
VWM
886
Vermillion Wealth Management
Minnesota
$55.6K
WB
887
Webster Bank
Connecticut
$53.5K
SC
888
Stephens Consulting
Michigan
$51.7K
OP
889
ORG Partners
Indiana
$50.5K
FF
890
Finley Financial
Nevada
$50.2K
JHCP
891
Jackson Hole Capital Partners
Oklahoma
$49.6K
NSIM
892
North Star Investment Management
Illinois
$48.2K
CMP
893
Coston McIsaac & Partners
Maine
$47K
OHWP
894
Oak Harbor Wealth Partners
North Carolina
$46.9K
Citigroup
895
Citigroup
New York
$43.7K
DF
896
DecisionPoint Financial
Arizona
$42.8K
MCM
897
Manchester Capital Management
Vermont
$41.8K
RF
898
Roxbury Financial
New Jersey
$41.3K
GWM
899
Geneos Wealth Management
Colorado
$40.5K
CCMI
900
Creative Capital Management Investments
California
$40.2K