Schwab US Mid-Cap ETF
SCHM
SCHM
902 hedge funds and large institutions have $7.28B invested in Schwab US Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 327 increasing their positions, 382 reducing their positions, and 53 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
14% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 382
16% less funds holding in top 10
Funds holding in top 10: 79 → 66 (-13)
71% less capital invested
Capital invested by funds: $25.5B → $7.28B (-$18.2B)
Holders
902
Holding in Top 10
66
Calls
$1.19M
Puts
$143K
Top Buyers
| 1 | +$41.4M | |
| 2 | +$36.3M | |
| 3 | +$35.3M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$25.7M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$24.2M |
Top Sellers
| 1 | -$16.7M | |
| 2 | -$14.9M | |
| 3 | -$9.02M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.05M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$5.32M |
