SCHM icon

Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
476
Pacific Sun Financial
California
$985K
GCM
477
Gambit Capital Management
Tennessee
$984K
IWMA
478
Ironwood Wealth Management (Arizona)
Arizona
$980K
HP
479
Hilltop Partners
Indiana
$978K
TFS
480
Thoroughbred Financial Services
Tennessee
$974K
BAM
481
Belpointe Asset Management
Nevada
$973K
FCA
482
Fortis Capital Advisors
Kansas
$973K
FAG
483
Fortitude Advisory Group
Washington
$967K
AGWCA
484
Annis Gardner Whiting Capital Advisors
Florida
$961K
PCM
485
Pennsylvania Capital Management
Pennsylvania
$958K
GFA
486
Gallagher Fiduciary Advisors
Illinois
$951K
CFP
487
Cascade Financial Partners
California
$948K
WPC
488
Wedmont Private Capital
Pennsylvania
$944K
IA
489
IF Advisors
Texas
$943K
BWL
490
Bogart Wealth LLC
Virginia
$940K
Bank of New York Mellon
491
Bank of New York Mellon
New York
$937K
MA
492
Mutual Advisors
Nebraska
$936K
SWP
493
Stratos Wealth Partners
Ohio
$932K
HFO
494
Heritage Family Offices
Arizona
$917K
SPC
495
Sigma Planning Corp
Michigan
$916K
OCM
496
One Capital Management
California
$915K
JC
497
JM2 Capital
Oklahoma
$915K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$902K
OIS
499
Okabena Investment Services
Minnesota
$893K
AA
500
Alesco Advisors
New York
$887K