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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
OC
876
Oakworth Capital
Alabama
$69.8K
AWA
877
Acumen Wealth Advisors
Tennessee
$69.1K
MFC
878
Morris Financial Concepts
South Carolina
$68.1K
PCM
879
Palouse Capital Management
Washington
$64.4K
IRC
880
Investors Research Corp
Georgia
$63.4K
MEG
881
Millstone Evans Group
Colorado
$60.3K
BW
882
Basepoint Wealth
Iowa
$58.3K
GWM
883
Gilpin Wealth Management
Colorado
$57.1K
FF
884
Frankly Finances
Florida
$56.8K
VWM
885
Vermillion Wealth Management
Minnesota
$55.6K
WB
886
Webster Bank
Connecticut
$53.5K
SC
887
Stephens Consulting
Michigan
$51.7K
OP
888
ORG Partners
Indiana
$50.5K
FF
889
Finley Financial
Nevada
$50.2K
JHCP
890
Jackson Hole Capital Partners
Oklahoma
$49.6K
NSIM
891
North Star Investment Management
Illinois
$48.2K
CMP
892
Coston McIsaac & Partners
Maine
$47K
OHWP
893
Oak Harbor Wealth Partners
North Carolina
$46.9K
Citigroup
894
Citigroup
New York
$43.7K
DF
895
DecisionPoint Financial
Arizona
$42.8K
MCM
896
Manchester Capital Management
Vermont
$41.8K
RF
897
Roxbury Financial
New Jersey
$41.3K
GWM
898
Geneos Wealth Management
Colorado
$40.5K
CCMI
899
Creative Capital Management Investments
California
$40.2K
UB
900
UMB Bank
Missouri
$39.8K