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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
AP
901
Atwood & Palmer
Missouri
$26.8K
AA
902
Addison Advisors
Vermont
$26.5K
RIL
903
Rothschild Investment LLC
Illinois
$23.7K
UFPG
904
United Financial Planning Group
New York
$23.5K
NS
905
NBC Securities
Alabama
$22.6K
CTC
906
Central Trust Company
Missouri
$21.8K
CT
907
Clearstead Trust
Maine
$21.7K
RFG
908
REAP Financial Group
Texas
$21.4K
GWM
909
GSB Wealth Management
Connecticut
$19.7K
HHGA
910
Halbert Hargrove Global Advisors
California
$19.6K
SIS
911
Sound Income Strategies
Florida
$19.6K
POIA
912
Pin Oak Investment Advisors
Texas
$18K
HCM
913
Hollencrest Capital Management
California
$17.8K
AWM
914
Angeles Wealth Management
California
$16.8K
PWAM
915
Private Wealth Asset Management
Iowa
$16.8K
JFG
916
JDM Financial Group
Texas
$14.4K
DI
917
DAGCO Inc
Ohio
$13.7K
TCM
918
Tradewinds Capital Management
Washington
$13.5K
DJSG
919
D.J. St. Germain
Massachusetts
$13.5K
National Bank of Canada
920
National Bank of Canada
Quebec, Canada
$13.5K
IIM
921
IFC & Insurance Marketing
California
$13K
DF
922
Dunhill Financial
United Kingdom
$12.4K
ME
923
McIlrath & Eck
Washington
$11.9K
AEPWM
924
Atlantic Edge Private Wealth Management
Florida
$11.8K
PIS
925
POM Investment Strategies
North Carolina
$11.3K