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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
TCM
951
Triumph Capital Management
Colorado
$9.95K
SL
952
Salomon & Ludwin
Virginia
$9.54K
AIC
953
Archer Investment Corporation
Indiana
$8.82K
CT
954
Colonial Trust
South Carolina
$8.57K
BFPW
955
BOK Financial Private Wealth
Colorado
$8.21K
HBW
956
Hazlett, Burt & Watson
West Virginia
$8K
EPG
957
Estate Planners Group
Pennsylvania
$7.49K
CFB
958
Cullen/Frost Bankers
Texas
$7.32K
PIP
959
Peachtree Investment Partners
Florida
$6.6K
APW
960
Atlantic Private Wealth
North Carolina
$6.59K
WW
961
Winnow Wealth
Texas
$6.45K
BAM
962
Bellevue Asset Management
Washington
$6.13K
HWA
963
Heritage Wealth Advisors
Virginia
$5.99K
ACM
964
Anfield Capital Management
California
$5.23K
CPG
965
Cornerstone Planning Group
New Jersey
$5.19K
CCMW
966
Cypress Capital Management (Wyoming)
Wyoming
$4.24K
CSC
967
Caldwell Sutter Capital
California
$3.96K
OPTFSNA
968
Old Point Trust & Financial Services N A
Virginia
$3.79K
CVM
969
Cheviot Value Management
California
$3.45K
CJ
970
Caitlin John
Michigan
$3.43K
FNWA
971
Financial Network Wealth Advisors
Utah
$3.07K
IF
972
Integrity Financial
Wyoming
$3.01K
MCA
973
McGuire Capital Advisors
Oklahoma
$2.98K
Qube Research & Technologies (QRT)
974
Qube Research & Technologies (QRT)
United Kingdom
$2.86K
CTWM
975
Cherry Tree Wealth Management
Minnesota
$2.85K