SCHM icon

Schwab US Mid-Cap ETF

928 hedge funds and large institutions have $8.12B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 394 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

18% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 394

Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
726
&Partners
Tennessee
$264K
FF
727
Farnam Financial
Arizona
$263K
FGAM
728
Financial Gravity Asset Management
Texas
$261K
SAM
729
Sherman Asset Management
California
$260K
CCA
730
Clarity Capital Advisors
Florida
$260K
GFG
731
Goldstone Financial Group
Illinois
$259K
YIH
732
Y-Intercept (HK)
Hong Kong
$258K
MOS
733
MGO One Seven
Ohio
$257K
CFG
734
Clayton Financial Group
Missouri
$252K
IAA
735
Independent Advisor Alliance
North Carolina
$249K
GCA
736
Genesee Capital Advisors
New York
$248K
MCCP
737
Mission Creek Capital Partners
California
$247K
PFA
738
Providence Financial Advisors
Kansas
$247K
HIA
739
Harbor Investment Advisory
Maryland
$246K
PWA
740
Portus Wealth Advisors
North Carolina
$244K
MWP
741
Meriwether Wealth & Planning
Louisiana
$244K
KFA
742
Kelleher Financial Advisors
New York
$242K
HGWM
743
Horst & Graben Wealth Management
Oregon
$240K
Empower Advisory Group
744
Empower Advisory Group
Colorado
$240K
SWA
745
Sax Wealth Advisors
New Jersey
$239K
AFTS
746
American Financial & Tax Strategies
New York
$238K
AW
747
Avion Wealth
Texas
$238K
VBFP
748
Valtinson Bruner Financial Planning
Minnesota
$236K
AP
749
Appleton Partners
Massachusetts
$236K
PAMG
750
Patton Albertson Miller Group
Tennessee
$236K