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
Comerica Bank
651
Comerica Bank
Texas
$448K
LCM
652
Liberty Capital Management
Michigan
$448K
MWM
653
Mission Wealth Management
California
$447K
Northern Trust
654
Northern Trust
Illinois
$445K
GG
655
Greenwood Gearhart
Arkansas
$444K
CIS
656
Continental Investors Services
Washington
$438K
RWM
657
Ritholtz Wealth Management
New York
$427K
AL
658
Aspiriant LLC
California
$423K
SWM
659
Selective Wealth Management
Virginia
$423K
ACA
660
Aspire Capital Advisors
Washington
$420K
PL
661
Plancorp LLC
Missouri
$419K
MIA
662
MeadowBrook Investment Advisors
Michigan
$418K
RWM
663
RBA Wealth Management
California
$417K
MF
664
Meridian Financial
Massachusetts
$416K
M&T Bank
665
M&T Bank
New York
$416K
CAG
666
Curtis Advisory Group
California
$405K
GWANC
667
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K
EWA
668
EverSource Wealth Advisors
Alabama
$398K
MWM
669
MBE Wealth Management
Wisconsin
$398K
BW
670
Balance Wealth
Ohio
$397K
FWP
671
Falcon Wealth Planning
California
$396K
ACA
672
AG Campbell Advisory
Maryland
$396K
FRA
673
Frank Rimerman Advisors
California
$395K
GA
674
Goldstein Advisors
Wisconsin
$392K
OFS
675
Opus Financial Solutions
Illinois
$389K