SCHM icon

Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$5.54M
TYCC
177
Texas Yale Capital Corp
Florida
$5.46M
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$5.29M
OFS
179
OneAscent Financial Services
Alabama
$5.22M
GG
180
Gleason Group
Kentucky
$5.2M
BBW
181
Blue Barn Wealth
Utah
$5.2M
PAG
182
Powers Advisory Group
Illinois
$5.18M
AF
183
Advisornet Financial
Minnesota
$5.15M
Northern Trust
184
Northern Trust
Illinois
$5.07M
MAS
185
Madden Advisory Services
Florida
$5.01M
MCM
186
Mengis Capital Management
Oregon
$4.98M
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$4.91M
MAM
188
McCarthy Asset Management
California
$4.83M
B
189
Birchbrook
Maine
$4.83M
HWA
190
Hilltop Wealth Advisors
North Carolina
$4.72M
MI
191
Moneywise Inc
Virginia
$4.68M
GPFA
192
Game Plan Financial Advisors
Ohio
$4.55M
FIC
193
Family Investment Center
Missouri
$4.49M
NDSI
194
Newman Dignan & Sheerar Inc
Rhode Island
$4.44M
LIM
195
Lathrop Investment Management
Arkansas
$4.4M
KAS
196
Kestra Advisory Services
Texas
$4.39M
SCM
197
Steele Capital Management
Iowa
$4.38M
ISWM
198
Independent Solutions Wealth Management
New York
$4.34M
CP
199
Creekside Partners
California
$4.34M
CW
200
Code Waechter
Florida
$4.32M