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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
UB
901
UMB Bank
Missouri
$39.8K
GWS
902
Glassman Wealth Services
Virginia
$39.2K
PCA
903
Providence Capital Advisors
North Carolina
$38.7K
IAIM
904
International Assets Investment Management
Florida
$36.2K
CI
905
Cordant Inc
Oregon
$32.7K
BCM
906
Blume Capital Management
California
$31.6K
RA
907
Ransom Advisory
Rhode Island
$31.6K
KFG
908
Kingdom Financial Group
Arizona
$30.7K
TCOV
909
Trust Company of Vermont
Vermont
$28.5K
AP
910
Atwood & Palmer
Missouri
$26.8K
AA
911
Addison Advisors
Vermont
$26.5K
RIL
912
Rothschild Investment LLC
Illinois
$23.7K
UFPG
913
United Financial Planning Group
New York
$23.5K
NS
914
NBC Securities
Alabama
$22.6K
CTC
915
Central Trust Company
Missouri
$21.8K
CT
916
Clearstead Trust
Maine
$21.7K
RFG
917
REAP Financial Group
Texas
$21.4K
NSG
918
Nalls Sherbakoff Group
Tennessee
$20.8K
GWM
919
GSB Wealth Management
Connecticut
$19.7K
HHGA
920
Halbert Hargrove Global Advisors
California
$19.6K
SIS
921
Sound Income Strategies
Florida
$19.6K
POIA
922
Pin Oak Investment Advisors
Texas
$18K
HCM
923
Hollencrest Capital Management
California
$17.8K
AWM
924
Angeles Wealth Management
California
$16.8K
PWAM
925
Private Wealth Asset Management
Iowa
$16.8K