SCHM icon

Schwab US Mid-Cap ETF

932 hedge funds and large institutions have $7.74B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 385

Holders
932
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
$258K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Everhart Financial Group
Ohio
$3.58M
VCM
227
Vivaldi Capital Management
Illinois
$3.56M
AF
228
Advisornet Financial
Minnesota
$3.47M
SLT
229
St Louis Trust
Missouri
$3.44M
NIM
230
Nicollet Investment Management
Minnesota
$3.43M
CI
231
CX Institutional
Indiana
$3.41M
BBWP
232
Beacon Bridge Wealth Partners
Pennsylvania
$3.4M
PA
233
Pinnacle Associates
New York
$3.38M
VBWMG
234
Von Berge Wealth Management Group
California
$3.38M
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$3.35M
CP
236
Capital Planning
Washington
$3.34M
PSIWM
237
Paradigm Strategies in Wealth Management
Minnesota
$3.3M
IWM
238
IHT Wealth Management
Illinois
$3.28M
BSHC
239
Breed's Hill Capital
Massachusetts
$3.26M
Natixis Advisors
240
Natixis Advisors
Massachusetts
$3.25M
MMCM
241
Murphy & Mullick Capital Management
New York
$3.24M
MMA
242
Miracle Mile Advisors
California
$3.23M
EW
243
Element Wealth
Mississippi
$3.13M
PIAS
244
PCA Investment Advisory Services
Ohio
$3.12M
SFA
245
Sequoia Financial Advisors
Ohio
$3.1M
BA
246
Bristlecone Advisors
Washington
$3.09M
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$3.05M
VA
248
Valmark Advisers
Ohio
$3.04M
RWP
249
Revolve Wealth Partners
New Jersey
$3.03M
WFAG
250
Wescott Financial Advisory Group
Pennsylvania
$3.03M