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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
SAM
976
Smartleaf Asset Management
Massachusetts
$2.4K
ETC
977
Exchange Traded Concepts
Oklahoma
$2.35K
GI
978
GAMMA Investing
California
$2.19K
EWM
979
Evolution Wealth Management
Florida
$2.17K
HDIM
980
Hanson & Doremus Investment Management
Vermont
$2K
GK
981
Graney & King
New York
$1.99K
CPBTD
982
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WAG
983
Wilkerson Advisory Group
Missouri
$1.66K
GAMC
984
Garner Asset Management Corp
Texas
$1.44K
NA
985
Networth Advisors
Pennsylvania
$1.08K
TAM
986
Tucker Asset Management
Colorado
$1.08K
RF
987
Rossby Financial
Florida
$1.05K
BA
988
Blueline Advisors
New Hampshire
$461
TC
989
Trust Company
Kansas
$361
TH
990
TCTC Holdings
Texas
$180
AWM
991
Abound Wealth Management
Tennessee
$176
NCM
992
Northwest Capital Management
Oregon
$53
BWM
993
Brown Wealth Management
Illinois
Kovitz Investment Group Partners
994
Kovitz Investment Group Partners
Illinois
MMHP
995
Murphy Middleton Hinkle & Parker
Georgia
IWC
996
Integrated Wealth Concepts
Massachusetts
TRCT
997
Tower Research Capital (TRC)
New York
BNP Paribas Financial Markets
998
BNP Paribas Financial Markets
France
CPRC
999
Consolidated Portfolio Review Corp
New York
BJL
1000
Brighton Jones LLC
Washington