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
Qube Research & Technologies (QRT)
951
Qube Research & Technologies (QRT)
United Kingdom
$2.86K
CTWM
952
Cherry Tree Wealth Management
Minnesota
$2.85K
SAM
953
Smartleaf Asset Management
Massachusetts
$2.4K
ETC
954
Exchange Traded Concepts
Oklahoma
$2.35K
GI
955
GAMMA Investing
California
$2.19K
EWM
956
Evolution Wealth Management
Florida
$2.17K
HDIM
957
Hanson & Doremus Investment Management
Vermont
$2K
GK
958
Graney & King
New York
$1.99K
CPBTD
959
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WAG
960
Wilkerson Advisory Group
Missouri
$1.66K
GAMC
961
Garner Asset Management Corp
Texas
$1.44K
TAM
962
Tucker Asset Management
Colorado
$1.08K
NA
963
Networth Advisors
Pennsylvania
$1.08K
RF
964
Rossby Financial
Florida
$1.05K
BA
965
Blueline Advisors
New Hampshire
$461
TC
966
Trust Company
Kansas
$361
TH
967
TCTC Holdings
Texas
$180
AWM
968
Abound Wealth Management
Tennessee
$176
NCM
969
Northwest Capital Management
Oregon
$53
BWM
970
Brown Wealth Management
Illinois
Kovitz Investment Group Partners
971
Kovitz Investment Group Partners
Illinois
MMHP
972
Murphy Middleton Hinkle & Parker
Georgia
IWC
973
Integrated Wealth Concepts
Massachusetts
TRCT
974
Tower Research Capital (TRC)
New York
BNP Paribas Financial Markets
975
BNP Paribas Financial Markets
France