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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
GWS
901
Glassman Wealth Services
Virginia
$39.2K
PCA
902
Providence Capital Advisors
North Carolina
$38.7K
IAIM
903
International Assets Investment Management
Florida
$36.2K
CI
904
Cordant Inc
Oregon
$32.7K
BCM
905
Blume Capital Management
California
$31.6K
RA
906
Ransom Advisory
Rhode Island
$31.6K
KFG
907
Kingdom Financial Group
Arizona
$30.7K
TCOV
908
Trust Company of Vermont
Vermont
$28.5K
AP
909
Atwood & Palmer
Missouri
$26.8K
AA
910
Addison Advisors
Vermont
$26.5K
RIL
911
Rothschild Investment LLC
Illinois
$23.7K
UFPG
912
United Financial Planning Group
New York
$23.5K
NS
913
NBC Securities
Alabama
$22.6K
CTC
914
Central Trust Company
Missouri
$21.8K
CT
915
Clearstead Trust
Maine
$21.7K
RFG
916
REAP Financial Group
Texas
$21.4K
NSG
917
Nalls Sherbakoff Group
Tennessee
$20.8K
GWM
918
GSB Wealth Management
Connecticut
$19.7K
HHGA
919
Halbert Hargrove Global Advisors
California
$19.6K
SIS
920
Sound Income Strategies
Florida
$19.6K
POIA
921
Pin Oak Investment Advisors
Texas
$18K
HCM
922
Hollencrest Capital Management
California
$17.8K
AWM
923
Angeles Wealth Management
California
$16.8K
PWAM
924
Private Wealth Asset Management
Iowa
$16.8K
JFG
925
JDM Financial Group
Texas
$14.4K