SCHM icon

Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
IC
401
IEQ Capital
California
$1.22M
SIC
402
Sigma Investment Counselors
Michigan
$1.22M
ATI
403
ARK & TLK Investments
Oklahoma
$1.22M
WA
404
WP Advisors
California
$1.22M
FA
405
FF Advisors
California
$1.2M
FPF
406
First Pacific Financial
Washington
$1.2M
STA
407
Summit Trail Advisors
New York
$1.19M
CIR
408
Clear Investment Research
Georgia
$1.18M
GIA
409
GHP Investment Advisors
Colorado
$1.18M
SAM
410
Smithbridge Asset Management
Pennsylvania
$1.18M
SPP
411
Single Point Partners
Massachusetts
$1.17M
HI
412
Harbour Investments
Wisconsin
$1.17M
William Blair & Company
413
William Blair & Company
Illinois
$1.17M
VPIM
414
Vanguard Personalized Indexing Management
California
$1.17M
SCP
415
Stevens Capital Partners
Nebraska
$1.17M
IWP
416
IAG Wealth Partners
Wisconsin
$1.16M
SAM
417
Sawgrass Asset Management
Florida
$1.16M
BFG
418
Bouchey Financial Group
New York
$1.16M
SFWA
419
Summit Financial Wealth Advisors
Louisiana
$1.15M
FNBT
420
FineMark National Bank & Trust
Florida
$1.15M
CCM
421
Condor Capital Management
New Jersey
$1.14M
KF
422
K2 Financial
California
$1.14M
SAI
423
Savvy Advisors Inc
New York
$1.13M
SFG
424
Stonebridge Financial Group
Pennsylvania
$1.13M
NGA
425
Naples Global Advisors
Florida
$1.13M