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
SC
676
Scotia Capital
Ontario, Canada
$372K
PCM
677
Parsons Capital Management
Rhode Island
$372K
SAM
678
SVRN Asset Management
Texas
$369K
EA
679
Enclave Advisors
Texas
$366K
HIM
680
Harbour Investment Management
Washington
$366K
FNBOO
681
First National Bank of Omaha
Nebraska
$365K
TAP
682
TSG Advice Partners
Ohio
$364K
FWM
683
Fingerlakes Wealth Management
New York
$361K
ACM
684
Armbruster Capital Management
New York
$361K
RBCM
685
Raub Brock Capital Management
California
$360K
VA
686
VestGen Advisors
Illinois
$360K
BB
687
Busey Bank
Illinois
$359K
CAL
688
Capital Advisors Ltd
Ohio
$353K
PWMG
689
Prestige Wealth Management Group
New Jersey
$353K
KJWM
690
Kiley Juergens Wealth Management
Washington
$353K
KPWS
691
Kestra Private Wealth Services
Texas
$353K
CIA
692
Concurrent Investment Advisors
Florida
$348K
M
693
MOTCO
Texas
$347K
KWS
694
Keystone Wealth Services
California
$347K
PWM
695
Praetorian Wealth Management
California
$347K
KFS
696
Kaizen Financial Strategies
California
$345K
EWM
697
Elmwood Wealth Management
California
$344K
Bank of Montreal
698
Bank of Montreal
Ontario, Canada
$342K
CWA
699
Clarity Wealth Advisors
California
$341K
GRR
700
Golden Reserve Retirement
Ohio
$340K