SCHM icon

Schwab US Mid-Cap ETF

992 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 367 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 367

Holders
992
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
MFG
726
Magnus Financial Group
New York
$328K
SH
727
SLT Holdings
Arizona
$326K
PWM
728
Paulson Wealth Management
Illinois
$324K
AWG
729
Altus Wealth Group
Colorado
$324K
TWM
730
Triton Wealth Management
Arizona
$323K
HIP
731
HUB Investment Partners
Texas
$319K
RBC
732
Romano Brothers & Co
Illinois
$316K
SIA
733
SeaBridge Investment Advisors
New Jersey
$312K
GWSA
734
Global Wealth Strategies & Associates
Colorado
$311K
ONB
735
Old National Bancorp
Indiana
$310K
Citadel Advisors
736
Citadel Advisors
Florida
$310K
DBRC
737
D.B. Root & Company
Pennsylvania
$309K
NCM
738
Next Capital Management
New York
$306K
AO
739
Advisor OS
Illinois
$306K
AR
740
Apeiron RIA
Texas
$304K
LEA
741
Legacy Edge Advisors
New York
$301K
CTA
742
Colonial Trust Advisors
South Carolina
$298K
XPN
743
XY Planning Network
Montana
$298K
HC
744
Hamilton Capital
Ohio
$297K
TIAA Trust, National Association
745
TIAA Trust, National Association
North Carolina
$296K
ACM
746
Argent Capital Management
Missouri
$296K
ACA
747
Ascension Capital Advisors
Texas
$295K
SQA
748
Simon Quick Advisors
New Jersey
$295K
PFA
749
Perryman Financial Advisory
Texas
$292K
CIAS
750
Capital Investment Advisory Services
North Carolina
$291K