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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

900 hedge funds and large institutions have $7.27B invested in Schwab US Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 327 increasing their positions, 381 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-20
Holders Change %
-2.17%
% of All Funds
12.23%
Holding in Top 10
66
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-16.46%
% of All Funds
0.9%
New
51
Increased
327
Reduced
381
Closed
52
Calls
$1.19M
Puts
$143K
Net Calls
+$1.05M
Net Calls Change
+$669K

Top Buyers

1
AA
Advisory Alpha
Michigan
$191M
2
MGIA
Moneta Group Investment Advisors
Missouri
$232M
3
WA
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.54B
2
RWM
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
Ameriprise
Minnesota
$47.7M
5
OIA
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$3.37M -$1.17M -44,570 -26%
VCM
227
Vivaldi Capital Management
Illinois
$3.33M +$69.4K +2,648 +2%
EFG
228
Everhart Financial Group
Ohio
$3.33M -$14.5K -552 -0.4%
CP
229
Creekside Partners
California
$3.31M +$403K +15,370 +14%
Lido Advisors
230
Lido Advisors
California
$3.29M -$285K -10,877 -8%
IWM
231
IHT Wealth Management
Illinois
$3.27M -$434K -16,574 -12%
RC
232
Roundview Capital
New Jersey
$3.27M -$22.1K -844 -0.7%
NIM
233
Nicollet Investment Management
Minnesota
$3.23M -$52.5K -2,004 -2%
PWMAG
234
Pinnacle Wealth Management Advisory Group
New Jersey
$3.22M +$458K +17,466 +17%
ACA
235
Atlas Capital Advisors
Wyoming
$3.2M -$286K -10,897 -8%
Stifel Financial
236
Stifel Financial
Missouri
$3.18M -$118K -4,495 -4%
CCWA
237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.18M – – –
MMA
238
Miracle Mile Advisors
California
$3.17M -$358K -13,661 -10%
BBWP
239
Beacon Bridge Wealth Partners
Pennsylvania
$3.11M +$224K +8,543 +8%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$3.1M -$56.8K -2,167 -2%
MHC
241
May Hill Capital
Massachusetts
$3.08M -$14.7K -561 -0.5%
PWM
242
Perigon Wealth Management
California
$3.07M -$15.8K -604 -0.5%
TNA
243
True North Advisors
Texas
$3.07M +$3.07M +117,051 New
CP
244
Capital Planning
Washington
$3.07M +$85.4K +3,258 +3%
BSHC
245
Breed's Hill Capital
Massachusetts
$3.04M +$494K +18,867 +19%
ZF
246
Zhang Financial
Michigan
$3.02M -$11.2K -429 -0.4%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$3.02M +$601K +22,952 +25%
EW
248
Element Wealth
Mississippi
$2.99M -$45K -1,719 -1%
MFG
249
Merit Financial Group
Georgia
$2.97M +$2.97M +113,169 New
VBWMG
250
Von Berge Wealth Management Group
California
$2.96M +$27.5K +1,082 +0.9%
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