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Schwab US Mid-Cap ETF

979 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 106 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 (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
HWA
951
Heritage Wealth Advisors
Virginia
$5.99K
ACM
952
Anfield Capital Management
California
$5.23K
CPG
953
Cornerstone Planning Group
New Jersey
$5.19K
CCMW
954
Cypress Capital Management (Wyoming)
Wyoming
$4.24K
CSC
955
Caldwell Sutter Capital
California
$3.96K
OPTFSNA
956
Old Point Trust & Financial Services N A
Virginia
$3.79K
CVM
957
Cheviot Value Management
California
$3.45K
CJ
958
Caitlin John
Michigan
$3.43K
FNWA
959
Financial Network Wealth Advisors
Utah
$3.07K
IF
960
Integrity Financial
Wyoming
$3.01K
MCA
961
McGuire Capital Advisors
Oklahoma
$2.98K
Qube Research & Technologies (QRT)
962
Qube Research & Technologies (QRT)
United Kingdom
$2.86K
CTWM
963
Cherry Tree Wealth Management
Minnesota
$2.85K
SAM
964
Smartleaf Asset Management
Massachusetts
$2.4K
ETC
965
Exchange Traded Concepts
Oklahoma
$2.35K
GI
966
GAMMA Investing
California
$2.19K
EWM
967
Evolution Wealth Management
Florida
$2.17K
HDIM
968
Hanson & Doremus Investment Management
Vermont
$2K
GK
969
Graney & King
New York
$1.99K
CPBTD
970
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WAG
971
Wilkerson Advisory Group
Missouri
$1.66K
GAMC
972
Garner Asset Management Corp
Texas
$1.44K
NA
973
Networth Advisors
Pennsylvania
$1.08K
TAM
974
Tucker Asset Management
Colorado
$1.08K
RF
975
Rossby Financial
Florida
$1.05K