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
XWL
751
XXI Wealth LLC
Illinois
$268K
CF
752
Centaurus Financial
California
$266K
CCA
753
Clarity Capital Advisors
Florida
$265K
JWCA
754
J.W. Cole Advisors
Florida
$265K
FA
755
FSA Advisors
Michigan
$265K
SAM
756
Sherman Asset Management
California
$264K
MOS
757
MGO One Seven
Ohio
$261K
CCWP
758
Cedar Cove Wealth Partners
Minnesota
$259K
MWP
759
Meriwether Wealth & Planning
Louisiana
$258K
CFG
760
Clayton Financial Group
Missouri
$256K
IAA
761
Independent Advisor Alliance
North Carolina
$255K
DAM
762
Directional Asset Management
Illinois
$253K
BC
763
Barnett & Company
Tennessee
$252K
MCCP
764
Mission Creek Capital Partners
California
$251K
PFA
765
Providence Financial Advisors
Kansas
$250K
HIA
766
Harbor Investment Advisory
Maryland
$250K
PWA
767
Portus Wealth Advisors
North Carolina
$247K
TIP
768
Tandem Investment Partners
New Jersey
$247K
KFA
769
Kelleher Financial Advisors
New York
$246K
SWA
770
Sax Wealth Advisors
New Jersey
$242K
MNA
771
Manning & Napier Advisors
New York
$242K
ZIM
772
Zacks Investment Management
Illinois
$242K
AFTS
773
American Financial & Tax Strategies
New York
$242K
AW
774
Avion Wealth
Texas
$241K
PAMG
775
Patton Albertson Miller Group
Tennessee
$239K