SCHM icon

Schwab US Mid-Cap ETF

935 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, 333 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: 333 | Existing positions reduced: 385

Holders
935
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
VPIM
451
Vanguard Personalized Indexing Management
California
$1.04M
GWWM
452
Great Waters Wealth Management
Minnesota
$1.03M
SFWA
453
Summit Financial Wealth Advisors
Louisiana
$1.03M
AWC
454
Adamsbrown Wealth Consultants
Kansas
$1.03M
AGWCA
455
Annis Gardner Whiting Capital Advisors
Florida
$1.03M
CS
456
Crescent Sterling
Louisiana
$1.02M
IWMA
457
Ironwood Wealth Management (Arizona)
Arizona
$1.02M
FC
458
Forte Capital
New York
$1.02M
CB
459
Commerce Bank
Missouri
$1.01M
EWP
460
Elevation Wealth Partners
California
$1.01M
RW
461
Rede Wealth
Virginia
$1.01M
AAS
462
Avantax Advisory Services
Texas
$1.01M
SCM
463
SOL Capital Management
Maryland
$1M
Pathstone Holdings
464
Pathstone Holdings
New Jersey
$1M
GFG
465
Grantvest Financial Group
New Jersey
$1M
RWM
466
Rialto Wealth Management
New York
$1,000K
WOSD
467
WFA of San Diego
California
$992K
CWM
468
Chesapeake Wealth Management
Virginia
$984K
BMCM
469
Burns Matteson Capital Management
New York
$983K
TC
470
Tenret Company
Florida
$983K
GT
471
Greenleaf Trust
Michigan
$982K
CWM
472
Cornerstone Wealth Management
Missouri
$982K
ANTB
473
AMG National Trust Bank
Colorado
$972K
RWP
474
RWA Wealth Partners
Massachusetts
$965K
FT
475
Fiduciary Trust
Massachusetts
$959K