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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
TC
976
Trust Company
Kansas
$361
TH
977
TCTC Holdings
Texas
$180
AWM
978
Abound Wealth Management
Tennessee
$176
NCM
979
Northwest Capital Management
Oregon
$53
BWM
980
Brown Wealth Management
Illinois
Kovitz Investment Group Partners
981
Kovitz Investment Group Partners
Illinois
MMHP
982
Murphy Middleton Hinkle & Parker
Georgia
IWC
983
Integrated Wealth Concepts
Massachusetts
TRCT
984
Tower Research Capital (TRC)
New York
BNP Paribas Financial Markets
985
BNP Paribas Financial Markets
France
CPRC
986
Consolidated Portfolio Review Corp
New York
BJL
987
Brighton Jones LLC
Washington
RP
988
Rice Partnership
Hawaii
Millennium Management
989
Millennium Management
New York
HFA
990
Hershey Financial Advisers
Pennsylvania
WF
991
Williams Financial
Vermont
LKIM
992
Lawson Kroeker Investment Management
Nebraska
CA
993
Calton & Associates
Florida
BWA
994
Beam Wealth Advisors
Louisiana
KWM
995
KMT Wealth Management
California
JSA
996
Jim Saulnier & Associates
Colorado
TWP
997
Total Wealth Planning
Ohio
FF
998
Farnam Financial
Arizona
FGAM
999
Financial Gravity Asset Management
Texas
GFG
1000
Goldstone Financial Group
Illinois