SCHM icon

Schwab US Mid-Cap ETF

928 hedge funds and large institutions have $8.12B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 394 reducing their positions, and 52 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: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

18% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 394

Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
251
United Advisor Group
Ohio
$3.14M
TWG
252
The Wealth Group
Minnesota
$3.13M
Franklin Resources
253
Franklin Resources
California
$3.13M
WP
254
WealthShield Partners
North Carolina
$3.06M
ML
255
McAdam LLC
Pennsylvania
$3.05M
CFGA
256
Cambridge Financial Group (Arizona)
Arizona
$3.05M
WFAG
257
Wescott Financial Advisory Group
Pennsylvania
$3.05M
BF
258
Blankinship & Foster
California
$3.02M
OFG
259
Orcam Financial Group
California
$2.99M
EH
260
Equitable Holdings
New York
$2.98M
CCM
261
Colorado Capital Management
Colorado
$2.97M
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M
UCFA
263
United Capital Financial Advisors
Texas
$2.94M
RA
264
RFG Advisory
Alabama
$2.91M
FPCP
265
Fort Point Capital Partners
California
$2.84M
CCM
266
Coldstream Capital Management
Washington
$2.83M
NA
267
NewEdge Advisors
Louisiana
$2.82M
ZF
268
Zhang Financial
Michigan
$2.82M
RWA
269
River Wealth Advisors
Pennsylvania
$2.8M
MMA
270
Miracle Mile Advisors
California
$2.77M
ACA
271
Aptus Capital Advisors
Alabama
$2.75M
CFGSD
272
Compass Financial Group (South Dakota)
South Dakota
$2.75M
DWM
273
Destination Wealth Management
California
$2.73M
SWM
274
SeaCrest Wealth Management
New York
$2.72M
MG
275
Mather Group
Illinois
$2.7M