SCHM icon

Schwab US Mid-Cap ETF

974 hedge funds and large institutions have $8.33B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 349 increasing their positions, 363 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $8.13B → $8.33B (+$194M)

4% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 363

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.74B
Creative Planning
2
Creative Planning
Kansas
$915M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$329M
MGIA
4
Moneta Group Investment Advisors
Missouri
$321M
AA
5
Advisory Alpha
Michigan
$251M
HighTower Advisors
6
HighTower Advisors
Illinois
$209M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$181M
Cerity Partners
8
Cerity Partners
New York
$164M
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$130M
Jones Financial Companies
10
Jones Financial Companies
Missouri
$105M
JFG
11
JMG Financial Group
Illinois
$94.7M
FFA
12
Fragasso Financial Advisors
Pennsylvania
$89.6M
Mariner
13
Mariner
Kansas
$66.3M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$63M
LPL Financial
15
LPL Financial
California
$57.7M
Raymond James Financial
16
Raymond James Financial
Florida
$54.7M
Morgan Stanley
17
Morgan Stanley
New York
$54.5M
WA
18
Waverly Advisors
Alabama
$52.4M
PCIA
19
Prime Capital Investment Advisors
Kansas
$49.4M
EWA
20
Exencial Wealth Advisors
Oklahoma
$48.8M
9FG
21
93 Financial Group
Massachusetts
$48.6M
SFS
22
Summit Financial Strategies
Ohio
$47.2M
AWMS
23
Advocacy Wealth Management Services
Georgia
$46.9M
Ameriprise
24
Ameriprise
Minnesota
$44M
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$42.5M