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
BJL
476
Brighton Jones LLC
Washington
$889K
PFBT
477
Parkside Financial Bank & Trust
Missouri
$889K
CWA
478
Carolina Wealth Advisors
South Carolina
$883K
OIS
479
Okabena Investment Services
Minnesota
$881K
NWMG
480
National Wealth Management Group
Ohio
$863K
OBWG
481
Onyx Bridge Wealth Group
New York
$860K
WPA
482
West Paces Advisors
Georgia
$855K
GFA
483
Gallagher Fiduciary Advisors
Illinois
$855K
NB
484
NBT Bank
New York
$851K
CPL
485
CAP Partners LLC
Tennessee
$849K
PCM
486
Pennsylvania Capital Management
Pennsylvania
$848K
PC
487
Payne Capital
Oregon
$841K
BL
488
BCWM LLC
Kansas
$830K
MCA
489
Midwest Capital Advisors
Michigan
$825K
BWA
490
BlueChip Wealth Advisors
Georgia
$824K
SEM
491
Strategic Equity Management
Arizona
$816K
AWE
492
Avidian Wealth Enterprises
Texas
$816K
DAS
493
Diversify Advisory Services
Utah
$807K
SPIA
494
Steward Partners Investment Advisory
New York
$805K
RPGK
495
Retirement Planning Group (Kansas)
Kansas
$804K
RWA
496
Redhawk Wealth Advisors
Minnesota
$803K
AA
497
Alesco Advisors
New York
$792K
KWM
498
Kingsview Wealth Management
Oregon
$789K
RMF
499
Red Mountain Financial
Colorado
$787K
CIM
500
Contravisory Investment Management
Massachusetts
$785K