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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
Royal Bank of Canada
201
Royal Bank of Canada
Ontario, Canada
$4.72M
NDSI
202
Newman Dignan & Sheerar Inc
Rhode Island
$4.6M
DWM
203
Diversify Wealth Management
Utah
$4.59M
SWM
204
Selby Wealth Management
California
$4.57M
SCM
205
Steele Capital Management
Iowa
$4.55M
GPFA
206
Game Plan Financial Advisors
Ohio
$4.54M
MHC
207
May Hill Capital
Massachusetts
$4.5M
FIC
208
Family Investment Center
Missouri
$4.48M
LIM
209
Lathrop Investment Management
Arkansas
$4.45M
KAS
210
Kestra Advisory Services
Texas
$4.43M
Natixis Advisors
211
Natixis Advisors
Massachusetts
$4.42M
NYLIM
212
New York Life Investment Management
New York
$4.39M
ISWM
213
Independent Solutions Wealth Management
New York
$4.38M
KWA
214
Kingswood Wealth Advisors
California
$4.38M
CM
215
Columbus Macro
Pennsylvania
$4.3M
AOWM
216
Alpha Omega Wealth Management
Virginia
$4.28M
CW
217
Code Waechter
Florida
$4.27M
Fidelity Investments
218
Fidelity Investments
Massachusetts
$4.25M
VFS
219
Valpey Financial Services
New Hampshire
$4.22M
CP
220
Capital Planning
Washington
$4.19M
GVAG
221
Great Valley Advisor Group
Delaware
$4.14M
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
SFMG
223
Sage Financial Management Group
Virginia
$4.12M
ACM
224
Arcataur Capital Management
Wisconsin
$4.09M
ACA
225
Atlas Capital Advisors
Wyoming
$4.09M