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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
DI
926
DAGCO Inc
Ohio
$13.7K
TCM
927
Tradewinds Capital Management
Washington
$13.5K
DJSG
928
D.J. St. Germain
Massachusetts
$13.5K
National Bank of Canada
929
National Bank of Canada
Quebec, Canada
$13.5K
IIM
930
IFC & Insurance Marketing
California
$13K
DF
931
Dunhill Financial
United Kingdom
$12.4K
ME
932
McIlrath & Eck
Washington
$11.9K
AEPWM
933
Atlantic Edge Private Wealth Management
Florida
$11.8K
PIS
934
POM Investment Strategies
North Carolina
$11.3K
CSPIA
935
Cary Street Partners Investment Advisory
Virginia
$10.9K
HCM
936
Horrell Capital Management
Arkansas
$10.8K
VWM
937
Valley Wealth Managers
New Jersey
$10.2K
TCM
938
Triumph Capital Management
Colorado
$9.95K
SL
939
Salomon & Ludwin
Virginia
$9.54K
AIC
940
Archer Investment Corporation
Indiana
$8.82K
CT
941
Colonial Trust
South Carolina
$8.57K
BFPW
942
BOK Financial Private Wealth
Colorado
$8.21K
HBW
943
Hazlett, Burt & Watson
West Virginia
$8K
EPGL
944
Estate Planners Group, LLC
Pennsylvania
$7.49K
CFB
945
Cullen/Frost Bankers
Texas
$7.32K
PIP
946
Peachtree Investment Partners
Florida
$6.6K
APW
947
Atlantic Private Wealth
North Carolina
$6.59K
WW
948
Winnow Wealth
Texas
$6.45K
BAM
949
Bellevue Asset Management
Washington
$6.13K
HWA
950
Heritage Wealth Advisors
Virginia
$5.99K