SCHM icon

Schwab US Mid-Cap ETF

932 hedge funds and large institutions have $7.74B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 40 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: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 385

Holders
932
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
$258K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
851
Oak Harbor Wealth Partners
North Carolina
$43.8K
MAWAG
852
Mid-American Wealth Advisory Group
Missouri
$42.1K
GWM
853
Geneos Wealth Management
Colorado
$41.5K
DF
854
DecisionPoint Financial
Arizona
$39.9K
RF
855
Roxbury Financial
New Jersey
$38.5K
CCMI
856
Creative Capital Management Investments
California
$37.5K
UB
857
UMB Bank
Missouri
$37.1K
GWS
858
Glassman Wealth Services
Virginia
$36.5K
PCA
859
Providence Capital Advisors
North Carolina
$36.1K
SIS
860
Sound Income Strategies
Florida
$31.5K
CI
861
Cordant Inc
Oregon
$30.5K
NS
862
NBC Securities
Alabama
$30K
BCM
863
Blume Capital Management
California
$29.5K
EWA
864
EverSource Wealth Advisors
Alabama
$28.9K
TC
865
Truvestments Capital
Florida
$27.8K
AP
866
Atwood & Palmer
Missouri
$24.8K
EWA
867
Elevate Wealth Advisory
Georgia
$22.1K
RIL
868
Rothschild Investment LLC
Illinois
$21.9K
PWAM
869
Private Wealth Asset Management
Iowa
$21.4K
CAM
870
Costello Asset Management
Pennsylvania
$20.7K
CTC
871
Central Trust Company
Missouri
$20.3K
CT
872
Clearstead Trust
Maine
$20.3K
HHGA
873
Halbert Hargrove Global Advisors
California
$18.3K
National Bank of Canada
874
National Bank of Canada
Quebec, Canada
$18.3K
MSG
875
Main Street Group
Virginia
$17.9K