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Schwab US Mid-Cap ETF
SCHM

997 hedge funds and large institutions have $8.35B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 353 increasing their positions, 368 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: 61 → 67 (+6)

7.49% more ownership

Funds ownership: 60.26% → 67.75% (+7.5%)

6% more funds holding

Funds holding: 944 → 997 (+53)

3% more capital invested

Capital invested by funds: $8.14B → $8.35B (+$206M)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 368

Holders
997
Holders Change
+53
Holders Change %
+5.61%
% of All Funds
12.06%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.81%
New
113
Increased
353
Reduced
368
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.7M
2
Creative Planning
Creative Planning
Kansas
+$27.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$19.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.7M
5
Charles Schwab
Charles Schwab
California
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$114M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25M
3
Morgan Stanley
Morgan Stanley
New York
-$23.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19.9M
5
AA
Advisory Alpha
Michigan
-$17.5M

SCHM Hedge Fund Activity: Q4 2025 in Review

997 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2025, worth a combined $8.35B — up 2.5% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHM positions and 45 closed out — a net gain of 68 holders — while 353 added to existing stakes and 368 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $28.7M. The largest seller was HighTower Advisors, cutting an estimated $114M.

  • 997 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2025, up from 944 in Q3 2025.
  • Funds reported $8.35B of Schwab US Mid-Cap ETF stock for Q4 2025, up 2.5% quarter-over-quarter.
  • 113 funds opened new Schwab US Mid-Cap ETF positions in Q4 2025 and 45 closed out, a net change of +68 holders.
  • The largest Schwab US Mid-Cap ETF buyer in Q4 2025 was Jones Financial Companies, an estimated $28.7M added.
  • The largest Schwab US Mid-Cap ETF seller in Q4 2025 was HighTower Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2025.