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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

925 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 80 funds opening new positions, 329 increasing their positions, 383 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.41%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
80
Increased
329
Reduced
383
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
Davenport & Co
Virginia
$11.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
Cerity Partners
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
226
Everhart Financial Group
Ohio
$3.58M +$12.5K +444 +0.3%
VCM
227
Vivaldi Capital Management
Illinois
$3.56M -$11.6K -414 -0.3%
AF
228
Advisornet Financial
Minnesota
$3.47M +$3.3M +117,785 +2,034%
SLT
229
St Louis Trust
Missouri
$3.44M +$330K +11,760 +11%
NIM
230
Nicollet Investment Management
Minnesota
$3.43M -$27.6K -984 -0.8%
CI
231
CX Institutional
Indiana
$3.41M +$3.33M +118,606 +3,967%
BBWP
232
Beacon Bridge Wealth Partners
Pennsylvania
$3.4M +$71K +2,531 +2%
PA
233
Pinnacle Associates
New York
$3.38M -$398K -14,180 -11%
VBWMG
234
Von Berge Wealth Management Group
California
$3.38M +$11.4K +395 +0.3%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$1.34M +47,789 +67%
CP
236
Capital Planning
Washington
$3.34M +$61.8K +2,203 +2%
PSIWM
237
Paradigm Strategies in Wealth Management
Minnesota
$3.3M -$16.2K -578 -0.5%
IWM
238
IHT Wealth Management
Illinois
$3.28M -$225K -8,037 -6%
BSHC
239
Breed's Hill Capital
Massachusetts
$3.26M – – –
Natixis Advisors
240
Natixis Advisors
Massachusetts
$3.25M +$866K +30,863 +36%
MMCM
241
Murphy & Mullick Capital Management
New York
$3.24M +$20.1K +703 +0.6%
MMA
242
Miracle Mile Advisors
California
$3.23M -$166K -5,924 -5%
EW
243
Element Wealth
Mississippi
$3.13M -$68.8K -2,453 -2%
PIAS
244
PCA Investment Advisory Services
Ohio
$3.12M -$3.68K -131 -0.1%
SFA
245
Sequoia Financial Advisors
Ohio
$3.1M +$784K +27,943 +34%
BA
246
Bristlecone Advisors
Washington
$3.09M -$79.3K -2,827 -3%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$3.05M -$392K -13,978 -11%
VA
248
Valmark Advisers
Ohio
$3.04M -$31.1K -1,108 -1%
RWP
249
Revolve Wealth Partners
New Jersey
$3.03M -$74.4K -2,653 -2%
WFAG
250
Wescott Financial Advisory Group
Pennsylvania
$3.03M -$36K -1,283 -1%
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