SCHM icon

Schwab US Mid-Cap ETF

979 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, 350 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)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
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
PMSA
676
Patrick M. Sweeney & Associates
Illinois
$383K
TFP
677
Tilia Fiduciary Partners
North Carolina
$380K
NW
678
NewEdge Wealth
Pennsylvania
$379K
SAW
679
Signal Advisors Wealth
Michigan
$376K
MCM
680
Mitchell Capital Management
Kansas
$374K
CFO
681
Cambient Family Office
Michigan
$373K
SC
682
Scotia Capital
Ontario, Canada
$372K
PCM
683
Parsons Capital Management
Rhode Island
$372K
SAM
684
SVRN Asset Management
Texas
$369K
EA
685
Enclave Advisors
Texas
$366K
HIM
686
Harbour Investment Management
Washington
$366K
FNBOO
687
First National Bank of Omaha
Nebraska
$365K
TAP
688
TSG Advice Partners
Ohio
$364K
FWM
689
Fingerlakes Wealth Management
New York
$361K
ACM
690
Armbruster Capital Management
New York
$361K
RBCM
691
Raub Brock Capital Management
California
$360K
VA
692
VestGen Advisors
Illinois
$360K
BB
693
Busey Bank
Illinois
$359K
CAL
694
Capital Advisors Ltd
Ohio
$353K
PWMG
695
Prestige Wealth Management Group
New Jersey
$353K
KJWM
696
Kiley Juergens Wealth Management
Washington
$353K
KPWS
697
Kestra Private Wealth Services
Texas
$353K
CIA
698
Concurrent Investment Advisors
Florida
$348K
M
699
MOTCO
Texas
$347K
KWS
700
Keystone Wealth Services
California
$347K