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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
ACM
951
Anfield Capital Management
California
$5.23K
CPG
952
Cornerstone Planning Group
New Jersey
$5.19K
CCMW
953
Cypress Capital Management (Wyoming)
Wyoming
$4.24K
CSC
954
Caldwell Sutter Capital
California
$3.96K
OPTFSNA
955
Old Point Trust & Financial Services N A
Virginia
$3.79K
CVM
956
Cheviot Value Management
California
$3.45K
CJ
957
Caitlin John
Michigan
$3.43K
FNWA
958
Financial Network Wealth Advisors
Utah
$3.07K
IF
959
Integrity Financial
Wyoming
$3.01K
MCA
960
McGuire Capital Advisors
Oklahoma
$2.98K
Qube Research & Technologies (QRT)
961
Qube Research & Technologies (QRT)
United Kingdom
$2.86K
CTWM
962
Cherry Tree Wealth Management
Minnesota
$2.85K
SAM
963
Smartleaf Asset Management
Massachusetts
$2.4K
ETC
964
Exchange Traded Concepts
Oklahoma
$2.35K
GI
965
GAMMA Investing
California
$2.19K
EWM
966
Evolution Wealth Management
Florida
$2.17K
HDIM
967
Hanson & Doremus Investment Management
Vermont
$2K
GK
968
Graney & King
New York
$1.99K
CPBTD
969
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WAG
970
Wilkerson Advisory Group
Missouri
$1.66K
GAMC
971
Garner Asset Management Corp
Texas
$1.44K
NA
972
Networth Advisors
Pennsylvania
$1.08K
TAM
973
Tucker Asset Management
Colorado
$1.08K
RF
974
Rossby Financial
Florida
$1.05K
BA
975
Blueline Advisors
New Hampshire
$461