SCHM icon

Schwab US Mid-Cap ETF

933 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, 332 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: 332 | Existing positions reduced: 385

Holders
933
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
SF
376
Summit Financial
New Jersey
$1.52M
IAN
377
Integrated Advisors Network
Texas
$1.52M
CAM
378
Chandler Asset Management
California
$1.52M
VFA
379
Valeo Financial Advisors
Indiana
$1.52M
BL
380
BFSG LLC
California
$1.51M
Lazard Asset Management
381
Lazard Asset Management
New York
$1.5M
OFS
382
Oldfather Financial Services
Nebraska
$1.5M
Citadel Advisors
383
Citadel Advisors
Florida
$1.5M
SF
384
Seek First
California
$1.5M
LC
385
LTG Capital
Massachusetts
$1.47M
FBB
386
Fulton Breakefield Broenniman
Maryland
$1.47M
SAF
387
Smith Anglin Financial
Texas
$1.46M
BWM
388
Benchmark Wealth Management
Connecticut
$1.46M
CAG
389
Csenge Advisory Group
Florida
$1.45M
ICMM
390
Integrated Capital Management (Michigan)
Michigan
$1.44M
WF
391
Warner Financial
Maryland
$1.44M
ES
392
ETF Store
Kansas
$1.42M
KLI
393
Kelman-Lazarov Inc
Tennessee
$1.42M
DWM
394
Dakota Wealth Management
Florida
$1.42M
AllianceBernstein
395
AllianceBernstein
Tennessee
$1.41M
SMF
396
Scott Marsh Financial
Utah
$1.41M
US Bancorp
397
US Bancorp
Minnesota
$1.39M
LIWM
398
Long Island Wealth Management
New York
$1.39M
FHA
399
Flagship Harbor Advisors
Massachusetts
$1.36M
OMC
400
Old Mission Capital
Illinois
$1.35M