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
HFS
76
Horizon Financial Services
North Carolina
$15M
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$15M
HWA
78
HHM Wealth Advisors
Tennessee
$14.6M
TLP
79
Trinity Legacy Partners
Texas
$14.6M
SC
80
Savant Capital
Illinois
$14.4M
HG
81
Harbor Group
New Hampshire
$14.4M
WF
82
Womack Financial
Texas
$14.4M
PAI
83
Pittenger & Anderson Inc
Nebraska
$14.3M
IAS
84
IMA Advisory Services
Colorado
$13.8M
CMP
85
Courage Miller Partners
Virginia
$13.8M
CCA
86
Clearwater Capital Advisors
Illinois
$13.7M
SIG
87
Spinnaker Investment Group
California
$13.6M
LPAM
88
Lodestar Private Asset Management
California
$13.5M
SDWMA
89
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M
FCM
90
Fortis Capital Management
Washington
$13.1M
CCM
91
Cannon Capital Management
Utah
$13.1M
FTS
92
Fifth Third Securities
Ohio
$13M
WCFP
93
White & Co Financial Planning
Washington
$13M
FFN
94
Focus Financial Network
Minnesota
$12.8M
BlackRock
95
BlackRock
New York
$12.8M
PSP
96
Pacific Sage Partners
Washington
$12.4M
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$12.4M
RSEWM
98
River's Edge Wealth Management
Pennsylvania
$12.1M
SJIM
99
St. Johns Investment Management
Florida
$12M
PFM
100
Peak Financial Management
Massachusetts
$11.8M