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
BMCM
476
Burns Matteson Capital Management
New York
$1.03M
LTL
477
Lowery Thomas LLC
California
$1.02M
EWP
478
Elevation Wealth Partners
California
$1.01M
NCM
479
Novare Capital Management
North Carolina
$1M
FPWM
480
Five Pine Wealth Management
Idaho
$987K
PSF
481
Pacific Sun Financial
California
$985K
GCM
482
Gambit Capital Management
Tennessee
$984K
IWMA
483
Ironwood Wealth Management (Arizona)
Arizona
$980K
HP
484
Hilltop Partners
Indiana
$978K
TFS
485
Thoroughbred Financial Services
Tennessee
$974K
BAM
486
Belpointe Asset Management
Nevada
$973K
FCA
487
Fortis Capital Advisors
Kansas
$973K
FAG
488
Fortitude Advisory Group
Washington
$967K
AGWCA
489
Annis Gardner Whiting Capital Advisors
Florida
$961K
PCM
490
Pennsylvania Capital Management
Pennsylvania
$958K
GFA
491
Gallagher Fiduciary Advisors
Illinois
$951K
CFP
492
Cascade Financial Partners
California
$948K
WPC
493
Wedmont Private Capital
Pennsylvania
$944K
IA
494
IF Advisors
Texas
$943K
BWL
495
Bogart Wealth LLC
Virginia
$940K
Bank of New York Mellon
496
Bank of New York Mellon
New York
$937K
MA
497
Mutual Advisors
Nebraska
$936K
SWP
498
Stratos Wealth Partners
Ohio
$932K
HFO
499
Heritage Family Offices
Arizona
$917K
SPC
500
Sigma Planning Corp
Michigan
$916K