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
CPRC
976
Consolidated Portfolio Review Corp
New York
BJL
977
Brighton Jones LLC
Washington
RP
978
Rice Partnership
Hawaii
Millennium Management
979
Millennium Management
New York
HFA
980
Hershey Financial Advisers
Pennsylvania
WF
981
Williams Financial
Vermont
LKIM
982
Lawson Kroeker Investment Management
Nebraska
CA
983
Calton & Associates
Florida
BWA
984
Beam Wealth Advisors
Louisiana
KWM
985
KMT Wealth Management
California
JSA
986
Jim Saulnier & Associates
Colorado
TWP
987
Total Wealth Planning
Ohio
FF
988
Farnam Financial
Arizona
FGAM
989
Financial Gravity Asset Management
Texas
GFG
990
Goldstone Financial Group
Illinois
YIH
991
Y-Intercept (HK)
Hong Kong
VBFP
992
Valtinson Bruner Financial Planning
Minnesota
PIM
993
Penobscot Investment Management
Massachusetts
RIM
994
Rockbridge Investment Management
New York
PCA
995
Prosperity Capital Advisors
Ohio
ACI
996
Alpha Cubed Investments
California
CIP
997
Capital Insight Partners
Arizona
GLF
998
Groupe la Francaise
France
Neuberger Berman Group
999
Neuberger Berman Group
New York
WCFA
1000
Walkner Condon Financial Advisors
Wisconsin