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Schwab US Mid-Cap ETF
SCHM
SCHM
941 hedge funds and large institutions have $8.14B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 330 increasing their positions, 399 reducing their positions, and 52 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 52
5% more capital invested
Capital invested by funds: $7.76B → $8.14B (+$381M)
0% less funds holding
Funds holding: 943 → 941 (-2)
6.85% less ownership
Funds ownership: 67.08% → 60.23% (-6.8%)
8% less funds holding in top 10
Funds holding in top 10: 65 → 60 (-5)
17% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 399
Holders
941
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
12.35%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
0.79%
New
69
Increased
330
Reduced
399
Closed
52
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
-$6K
Top Buyers
Top Sellers
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$44.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.4M |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$19.5M |
| 4 |
Cerity Partners
New York
|
-$16.5M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$12.4M |
