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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
DWM
201
Diversify Wealth Management
Utah
$4.59M
SWM
202
Selby Wealth Management
California
$4.57M
SCM
203
Steele Capital Management
Iowa
$4.55M
GPFA
204
Game Plan Financial Advisors
Ohio
$4.54M
MHC
205
May Hill Capital
Massachusetts
$4.5M
FIC
206
Family Investment Center
Missouri
$4.48M
LIM
207
Lathrop Investment Management
Arkansas
$4.45M
KAS
208
Kestra Advisory Services
Texas
$4.43M
Natixis Advisors
209
Natixis Advisors
Massachusetts
$4.42M
NYLIM
210
New York Life Investment Management
New York
$4.39M
ISWM
211
Independent Solutions Wealth Management
New York
$4.38M
KWA
212
Kingswood Wealth Advisors
California
$4.38M
CM
213
Columbus Macro
Pennsylvania
$4.3M
AOWM
214
Alpha Omega Wealth Management
Virginia
$4.28M
CW
215
Code Waechter
Florida
$4.27M
Fidelity Investments
216
Fidelity Investments
Massachusetts
$4.25M
CP
217
Capital Planning
Washington
$4.19M
GVAG
218
Great Valley Advisor Group
Delaware
$4.14M
BBPWM
219
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
SFMG
220
Sage Financial Management Group
Virginia
$4.12M
ACM
221
Arcataur Capital Management
Wisconsin
$4.09M
ACA
222
Atlas Capital Advisors
Wyoming
$4.09M
BWG
223
Balanced Wealth Group
Ohio
$4.08M
PWM
224
Perigon Wealth Management
California
$4.02M
RCM
225
Richardson Capital Management
Wisconsin
$4M