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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
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$15M
HWA
77
HHM Wealth Advisors
Tennessee
$14.6M
TLP
78
Trinity Legacy Partners
Texas
$14.6M
SC
79
Savant Capital
Illinois
$14.4M
HG
80
Harbor Group
New Hampshire
$14.4M
WF
81
Womack Financial
Texas
$14.4M
PAI
82
Pittenger & Anderson Inc
Nebraska
$14.3M
IAS
83
IMA Advisory Services
Colorado
$13.8M
CMP
84
Courage Miller Partners
Virginia
$13.8M
CCA
85
Clearwater Capital Advisors
Illinois
$13.7M
SIG
86
Spinnaker Investment Group
California
$13.6M
LPAM
87
Lodestar Private Asset Management
California
$13.5M
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M
FCM
89
Fortis Capital Management
Washington
$13.1M
CCM
90
Cannon Capital Management
Utah
$13.1M
FTS
91
Fifth Third Securities
Ohio
$13M
WCFP
92
White & Co Financial Planning
Washington
$13M
FFN
93
Focus Financial Network
Minnesota
$12.8M
BlackRock
94
BlackRock
New York
$12.8M
PSP
95
Pacific Sage Partners
Washington
$12.4M
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$12.2M
RSEWM
97
River's Edge Wealth Management
Pennsylvania
$12.1M
SJIM
98
St. Johns Investment Management
Florida
$12M
PFM
99
Peak Financial Management
Massachusetts
$11.8M
BAMG
100
Brand Asset Management Group
Missouri
$11.4M