Schwab US Mid-Cap ETF
SCHM
1,074 hedge funds and large institutions have $10.2B invested in Schwab US Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 430 reducing their positions, and 35 closing their positions.
189% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 35
18% more capital invested
Capital invested by funds: $8.68B → $10.2B (+$1.54B)
11% more funds holding in top 10
Funds holding in top 10: 66 → 73 (+7)
5% more funds holding
Funds holding: 1,022 → 1,074 (+52)
0.28% less ownership
Funds ownership: 67.24% → 66.97% (-0.28%)
16% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 430
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$94.7M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$88M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$32M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$17.2M |
| 5 |
Two Sigma Investments
New York
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$174M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$63.7M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$22.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$18.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$14.3M |
SCHM Hedge Fund Activity: Q2 2026 in Review
1,074 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2026, worth a combined $10.2B — up 18% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SCHM positions and 35 closed out — a net gain of 66 holders — while 361 added to existing stakes and 430 trimmed.
The largest buyer was Savant Capital, adding an estimated $94.7M. The largest seller was Financial Engines Advisors, cutting an estimated $174M.
- 1,074 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2026, up from 1,022 in Q1 2026.
- Funds reported $10.2B of Schwab US Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
- 101 funds opened new Schwab US Mid-Cap ETF positions in Q2 2026 and 35 closed out, a net change of +66 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2026 was Savant Capital, an estimated $94.7M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $174M sold.
Based on aggregated 13F filings for Q2 2026.