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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 hedge funds and large institutions have $7.75B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 328 increasing their positions, 382 reducing their positions, and 39 closing their positions.

Holders
921
Holders Change
+21
Holders Change %
+2.33%
% of All Funds
12.37%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
78
Increased
328
Reduced
382
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.69B
3
AA
3
Advisory Alpha
Michigan
$235M
4
Creative Planning
4
Creative Planning
Kansas
$830M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
3
Davenport & Co
Virginia
$11.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
5
Cerity Partners
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.69B 60,352,324 +1,586,972 +3%
Creative Planning
2
Creative Planning
Kansas
$830M 29,603,590 +684,597 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$297M 10,583,782 +542,228 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$288M 10,272,223 +2,070,689 +25%
MGIA
5
Moneta Group Investment Advisors
Missouri
$266M 9,465,593 +600,335 +7%
AA
6
Advisory Alpha
Michigan
$235M 8,373,700 +1,072,948 +15%
Cerity Partners
7
Cerity Partners
New York
$168M 6,003,923 -904,308 -13%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$166M 5,797,612 -105,813 -2%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$117M 4,181,932 -21,087 -0.5%
JFG
10
JMG Financial Group
Illinois
$92.5M 3,298,197 +423,102 +15%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$81.6M 2,908,580 -92,329 -3%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$63.6M 2,273,241 +615,039 +37%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$61.6M 2,197,497 -254,914 -10%
Mariner
14
Mariner
Kansas
$59.9M 2,135,799 -51,857 -2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$58M 2,066,956 -905,928 -30%
Raymond James Financial
16
Raymond James Financial
Florida
$55.9M 1,991,592 -423,930 -18%
SFS
17
Summit Financial Strategies
Ohio
$50.9M 1,813,315 -73,369 -4%
WA
18
Waverly Advisors
Alabama
$49.9M 1,780,735 -25,243 -1%
Morgan Stanley
19
Morgan Stanley
New York
$49.7M 1,773,495 +189,106 +12%
Ameriprise
20
Ameriprise
Minnesota
$46.1M 1,645,070 -174,859 -10%
LPL Financial
21
LPL Financial
California
$45.8M 1,634,298 -14,561 -0.9%
BPA
22
Beacon Pointe Advisors
California
$45.1M 1,608,649 +13,535 +0.8%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$44.3M 1,578,380 -28,771 -2%
AWMS
24
Advocacy Wealth Management Services
Georgia
$41.8M 1,489,605 -12,160 -0.8%
GAM
25
Gemmer Asset Management
California
$39.5M 1,408,203 -146,543 -9%
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