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Schwab US Mid-Cap ETF
SCHM
SCHM
1,010 hedge funds and large institutions have $8.65B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 363 increasing their positions, 401 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 41
2% more funds holding
Funds holding: 995 → 1,010 (+15)
3% more capital invested
Capital invested by funds: $8.37B → $8.65B (+$275M)
0.95% less ownership
Funds ownership: 67.94% → 66.99% (-0.95%)
9% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 401
3% less funds holding in top 10
Funds holding in top 10: 66 → 64 (-2)
Holders
1,010
Holders Change
+15
Holders Change %
+1.51%
% of All Funds
12.44%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.79%
New
77
Increased
363
Reduced
401
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$42.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$41.3M |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
+$25.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.5M |
