SCHM icon

Schwab US Mid-Cap ETF

932 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, 331 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: 331 | Existing positions reduced: 385

Holders
932
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
WCM
451
Wisconsin Capital Management
Wisconsin
$1.05M
VPIM
452
Vanguard Personalized Indexing Management
California
$1.04M
GWWM
453
Great Waters Wealth Management
Minnesota
$1.03M
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$1.03M
AWC
455
Adamsbrown Wealth Consultants
Kansas
$1.03M
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$1.03M
CS
457
Crescent Sterling
Louisiana
$1.02M
IWMA
458
Ironwood Wealth Management (Arizona)
Arizona
$1.02M
FC
459
Forte Capital
New York
$1.02M
CB
460
Commerce Bank
Missouri
$1.01M
EWP
461
Elevation Wealth Partners
California
$1.01M
RW
462
Rede Wealth
Virginia
$1.01M
AAS
463
Avantax Advisory Services
Texas
$1.01M
SCM
464
SOL Capital Management
Maryland
$1M
Pathstone Holdings
465
Pathstone Holdings
New Jersey
$1M
GFG
466
Grantvest Financial Group
New Jersey
$1M
RWM
467
Rialto Wealth Management
New York
$1,000K
WOSD
468
WFA of San Diego
California
$992K
CWM
469
Chesapeake Wealth Management
Virginia
$984K
BMCM
470
Burns Matteson Capital Management
New York
$983K
TC
471
Tenret Company
Florida
$983K
GT
472
Greenleaf Trust
Michigan
$982K
CWM
473
Cornerstone Wealth Management
Missouri
$982K
ANTB
474
AMG National Trust Bank
Colorado
$972K
RWP
475
RWA Wealth Partners
Massachusetts
$965K