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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
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$10.9K
HCM
927
Horrell Capital Management
Arkansas
$10.8K
VWM
928
Valley Wealth Managers
New Jersey
$10.2K
TCM
929
Triumph Capital Management
Colorado
$9.95K
SL
930
Salomon & Ludwin
Virginia
$9.54K
AIC
931
Archer Investment Corporation
Indiana
$8.82K
CT
932
Colonial Trust
South Carolina
$8.57K
BFPW
933
BOK Financial Private Wealth
Colorado
$8.21K
HBW
934
Hazlett, Burt & Watson
West Virginia
$8K
CFB
935
Cullen/Frost Bankers
Texas
$7.32K
PIP
936
Peachtree Investment Partners
Florida
$6.6K
APW
937
Atlantic Private Wealth
North Carolina
$6.59K
WW
938
Winnow Wealth
Texas
$6.45K
BAM
939
Bellevue Asset Management
Washington
$6.13K
HWA
940
Heritage Wealth Advisors
Virginia
$5.99K
ACM
941
Anfield Capital Management
California
$5.23K
CPG
942
Cornerstone Planning Group
New Jersey
$5.19K
CCMW
943
Cypress Capital Management (Wyoming)
Wyoming
$4.24K
CSC
944
Caldwell Sutter Capital
California
$3.96K
OPTFSNA
945
Old Point Trust & Financial Services N A
Virginia
$3.79K
CVM
946
Cheviot Value Management
California
$3.45K
CJ
947
Caitlin John
Michigan
$3.43K
FNWA
948
Financial Network Wealth Advisors
Utah
$3.07K
IF
949
Integrity Financial
Wyoming
$3.01K
MCA
950
McGuire Capital Advisors
Oklahoma
$2.98K