SCHM icon

Schwab US Mid-Cap ETF

980 hedge funds and large institutions have $8.36B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 351 increasing their positions, 363 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $8.13B → $8.36B (+$228M)

3% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 363

Holders
980
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
FIA
426
Foundations Investment Advisors
Arizona
$1.26M
FTUS
427
Flow Traders U.S.
New York
$1.25M
WA
428
WP Advisors
California
$1.24M
AAP
429
Arax Advisory Partners
Colorado
$1.24M
ATI
430
ARK & TLK Investments
Oklahoma
$1.23M
SIC
431
Sigma Investment Counselors
Michigan
$1.22M
SPP
432
Single Point Partners
Massachusetts
$1.22M
FA
433
FF Advisors
California
$1.22M
STA
434
Summit Trail Advisors
New York
$1.2M
CIR
435
Clear Investment Research
Georgia
$1.2M
GIA
436
GHP Investment Advisors
Colorado
$1.2M
WMWM
437
Wilkins Miller Wealth Management
Alabama
$1.19M
NGA
438
Naples Global Advisors
Florida
$1.19M
FPF
439
First Pacific Financial
Washington
$1.19M
VPIM
440
Vanguard Personalized Indexing Management
California
$1.19M
William Blair & Company
441
William Blair & Company
Illinois
$1.18M
SAM
442
Sawgrass Asset Management
Florida
$1.18M
BFG
443
Bouchey Financial Group
New York
$1.17M
HI
444
Harbour Investments
Wisconsin
$1.16M
IWP
445
IAG Wealth Partners
Wisconsin
$1.16M
AAS
446
Ameritas Advisory Services
Nebraska
$1.16M
AC
447
AlphaCore Capital
California
$1.16M
CFG
448
Cassilly Financial Group
Maryland
$1.15M
SFGP
449
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M
CCM
450
Condor Capital Management
New Jersey
$1.14M