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Schwab US Mid-Cap ETF
SCHM
SCHM
994 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 113 funds opening new positions, 352 increasing their positions, 367 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
151% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 45
10% more funds holding in top 10
Funds holding in top 10: 60 → 66 (+6)
7.7% more ownership
Funds ownership: 60.23% → 67.94% (+7.7%)
6% more funds holding
Funds holding: 941 → 994 (+53)
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: 367
Holders
994
Holders Change
+53
Holders Change %
+5.63%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
0.8%
New
113
Increased
352
Reduced
367
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$114M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$25M |
| 3 |
Morgan Stanley
New York
|
-$23.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.9M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$17.5M |
