SCHM icon

Schwab US Mid-Cap ETF

991 hedge funds and large institutions have $8.37B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 352 increasing their positions, 366 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: $8.14B → $8.37B (+$232M)

4% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 366

Holders
991
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
RP
1001
Rice Partnership
Hawaii
Millennium Management
1002
Millennium Management
New York
HFA
1003
Hershey Financial Advisers
Pennsylvania
WF
1004
Williams Financial
Vermont
LKIM
1005
Lawson Kroeker Investment Management
Nebraska
CA
1006
Calton & Associates
Florida
BWA
1007
Beam Wealth Advisors
Louisiana
KWM
1008
KMT Wealth Management
California
JSA
1009
Jim Saulnier & Associates
Colorado
TWP
1010
Total Wealth Planning
Ohio
FF
1011
Farnam Financial
Arizona
FGAM
1012
Financial Gravity Asset Management
Texas
GFG
1013
Goldstone Financial Group
Illinois
YIH
1014
Y-Intercept (HK)
Hong Kong
VBFP
1015
Valtinson Bruner Financial Planning
Minnesota
PIM
1016
Penobscot Investment Management
Massachusetts
RIM
1017
Rockbridge Investment Management
New York
PCA
1018
Prosperity Capital Advisors
Ohio
ACI
1019
Alpha Cubed Investments
California
CIP
1020
Capital Insight Partners
Arizona
GLF
1021
Groupe la Francaise
France
Neuberger Berman Group
1022
Neuberger Berman Group
New York
WCFA
1023
Walkner Condon Financial Advisors
Wisconsin
SWA
1024
SOA Wealth Advisors
New York
NC
1025
North Capital
Utah