SCHM icon

Schwab US Mid-Cap ETF

979 hedge funds and large institutions have $8.36B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 350 increasing their positions, 363 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $8.13B → $8.36B (+$228M)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 363

Holders
979
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
BA
976
Blueline Advisors
New Hampshire
$461
TC
977
Trust Company
Kansas
$361
TH
978
TCTC Holdings
Texas
$180
AWM
979
Abound Wealth Management
Tennessee
$176
NCM
980
Northwest Capital Management
Oregon
$53
BWM
981
Brown Wealth Management
Illinois
Kovitz Investment Group Partners
982
Kovitz Investment Group Partners
Illinois
MMHP
983
Murphy Middleton Hinkle & Parker
Georgia
IWC
984
Integrated Wealth Concepts
Massachusetts
TRCT
985
Tower Research Capital (TRC)
New York
BNP Paribas Financial Markets
986
BNP Paribas Financial Markets
France
CPRC
987
Consolidated Portfolio Review Corp
New York
BJL
988
Brighton Jones LLC
Washington
RP
989
Rice Partnership
Hawaii
Millennium Management
990
Millennium Management
New York
HFA
991
Hershey Financial Advisers
Pennsylvania
WF
992
Williams Financial
Vermont
LKIM
993
Lawson Kroeker Investment Management
Nebraska
CA
994
Calton & Associates
Florida
BWA
995
Beam Wealth Advisors
Louisiana
KWM
996
KMT Wealth Management
California
JSA
997
Jim Saulnier & Associates
Colorado
TWP
998
Total Wealth Planning
Ohio
FF
999
Farnam Financial
Arizona
FGAM
1000
Financial Gravity Asset Management
Texas