SCHM icon

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
BWM
251
BCS Wealth Management
Tennessee
$3.39M
MMCM
252
Murphy & Mullick Capital Management
New York
$3.34M
VA
253
Valmark Advisers
Ohio
$3.33M
PWM
254
Prentice Wealth Management
New York
$3.28M
UCFA
255
United Capital Financial Advisors
Texas
$3.27M
Franklin Resources
256
Franklin Resources
California
$3.26M
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M
PSIWM
258
Paradigm Strategies in Wealth Management
Minnesota
$3.24M
EFG
259
Everhart Financial Group
Ohio
$3.23M
HA
260
HC Advisors
Georgia
$3.22M
ML
261
McAdam LLC
Pennsylvania
$3.21M
RWP
262
Revolve Wealth Partners
New Jersey
$3.2M
EW
263
Element Wealth
Mississippi
$3.19M
MFP
264
Meramec Financial Planners
Missouri
$3.18M
Betterment LLC
265
Betterment LLC
New York
$3.15M
WFAG
266
Wescott Financial Advisory Group
Pennsylvania
$3.1M
TWG
267
The Wealth Group
Minnesota
$3.09M
WP
268
WealthShield Partners
North Carolina
$3.08M
BF
269
Blankinship & Foster
California
$3.06M
PF
270
PlanWiser Financial
Colorado
$3.04M
OFG
271
Orcam Financial Group
California
$3.04M
CCWA
272
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$3.03M
CFGA
274
Cambridge Financial Group (Arizona)
Arizona
$2.99M
WW
275
Waterfront Wealth
Kansas
$2.92M