SCHM icon

Schwab US Mid-Cap ETF

978 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 105 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 (+$227M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
978
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
KFS
701
Kaizen Financial Strategies
California
$345K
EWM
702
Elmwood Wealth Management
California
$344K
Bank of Montreal
703
Bank of Montreal
Ontario, Canada
$342K
CWA
704
Clarity Wealth Advisors
California
$341K
GRR
705
Golden Reserve Retirement
Ohio
$340K
GWAM
706
Guardian Wealth Advisors (Minnesota)
Minnesota
$340K
AIM
707
Advyzon Investment Management
Illinois
$340K
NAS
708
NWF Advisory Services
California
$337K
CIBC Private Wealth Group
709
CIBC Private Wealth Group
Georgia
$336K
FVIM
710
Fort Vancouver Investment Management
Washington
$336K
CBA
711
Coastal Bridge Advisors
Connecticut
$336K
HCMT
712
Highland Capital Management (Tennessee)
Tennessee
$333K
AFA
713
American Financial Advisors
Georgia
$333K
KFSN
714
Keystone Financial Services (Nebraska)
Nebraska
$332K
BI
715
Berkeley Inc
Idaho
$330K
MFG
716
Magnus Financial Group
New York
$328K
SH
717
SLT Holdings
Arizona
$326K
PWM
718
Paulson Wealth Management
Illinois
$324K
AWG
719
Altus Wealth Group
Colorado
$324K
TWM
720
Triton Wealth Management
Arizona
$323K
HIP
721
HUB Investment Partners
Texas
$319K
RBC
722
Romano Brothers & Co
Illinois
$316K
SIA
723
SeaBridge Investment Advisors
New Jersey
$312K
GWSA
724
Global Wealth Strategies & Associates
Colorado
$311K
ONB
725
Old National Bancorp
Indiana
$310K