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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
OP
901
ORG Partners
Indiana
$50.5K
FF
902
Finley Financial
Nevada
$50.2K
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$49.6K
NSIM
904
North Star Investment Management
Illinois
$48.2K
CMP
905
Coston McIsaac & Partners
Maine
$47K
OHWP
906
Oak Harbor Wealth Partners
North Carolina
$46.9K
Citigroup
907
Citigroup
New York
$43.7K
DF
908
DecisionPoint Financial
Arizona
$42.8K
MCM
909
Manchester Capital Management
Vermont
$41.8K
RF
910
Roxbury Financial
New Jersey
$41.3K
GWM
911
Geneos Wealth Management
Colorado
$40.5K
CCMI
912
Creative Capital Management Investments
California
$40.2K
UB
913
UMB Bank
Missouri
$39.8K
GWS
914
Glassman Wealth Services
Virginia
$39.2K
PCA
915
Providence Capital Advisors
North Carolina
$38.7K
IAIM
916
International Assets Investment Management
Florida
$36.2K
CI
917
Cordant Inc
Oregon
$32.7K
BCM
918
Blume Capital Management
California
$31.6K
RA
919
Ransom Advisory
Rhode Island
$31.6K
KFG
920
Kingdom Financial Group
Arizona
$30.7K
TCOV
921
Trust Company of Vermont
Vermont
$28.5K
AP
922
Atwood & Palmer
Missouri
$26.8K
AA
923
Addison Advisors
Vermont
$26.5K
RIL
924
Rothschild Investment LLC
Illinois
$23.7K
UFPG
925
United Financial Planning Group
New York
$23.5K