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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
NS
926
NBC Securities
Alabama
$22.6K
CTC
927
Central Trust Company
Missouri
$21.8K
CT
928
Clearstead Trust
Maine
$21.7K
RFG
929
REAP Financial Group
Texas
$21.4K
NSG
930
Nalls Sherbakoff Group
Tennessee
$20.8K
GWM
931
GSB Wealth Management
Connecticut
$19.7K
HHGA
932
Halbert Hargrove Global Advisors
California
$19.6K
SIS
933
Sound Income Strategies
Florida
$19.6K
POIA
934
Pin Oak Investment Advisors
Texas
$18K
HCM
935
Hollencrest Capital Management
California
$17.8K
AWM
936
Angeles Wealth Management
California
$16.8K
PWAM
937
Private Wealth Asset Management
Iowa
$16.8K
JFG
938
JDM Financial Group
Texas
$14.4K
DI
939
DAGCO Inc
Ohio
$13.7K
TCM
940
Tradewinds Capital Management
Washington
$13.5K
DJSG
941
D.J. St. Germain
Massachusetts
$13.5K
National Bank of Canada
942
National Bank of Canada
Quebec, Canada
$13.5K
IIM
943
IFC & Insurance Marketing
California
$13K
DF
944
Dunhill Financial
United Kingdom
$12.4K
ME
945
McIlrath & Eck
Washington
$11.9K
AEPWM
946
Atlantic Edge Private Wealth Management
Florida
$11.8K
PIS
947
POM Investment Strategies
North Carolina
$11.3K
CSPIA
948
Cary Street Partners Investment Advisory
Virginia
$10.9K
HCM
949
Horrell Capital Management
Arkansas
$10.8K
VWM
950
Valley Wealth Managers
New Jersey
$10.2K