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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 %
CL
251
Choreo LLC
Illinois
$3.01M +$489K +17,432 +19%
TWG
252
The Wealth Group
Minnesota
$3.01M -$37.3K -1,331 -1%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$2.98M -$244K -8,697 -8%
WP
254
WealthShield Partners
North Carolina
$2.92M -$65.6K -2,339 -2%
Jane Street
255
Jane Street
New York
$2.91M +$2.52M +89,899 +652%
Franklin Resources
256
Franklin Resources
California
$2.88M +$2.88M +102,595 +97,710%
BWL
257
Bogart Wealth LLC
Virginia
$2.87M +$47.8K +1,703 +2%
ML
258
McAdam LLC
Pennsylvania
$2.86M +$22.7K +809 +0.8%
BF
259
Blankinship & Foster
California
$2.86M +$1.42M +50,720 +99%
HA
260
HC Advisors
Georgia
$2.86M -$21.8K -776 -0.8%
CCM
261
Colorado Capital Management
Colorado
$2.85M -$206K -7,352 -7%
TRCT
262
Tower Research Capital (TRC)
New York
$2.84M +$2.84M +101,195 New
OFG
263
Orcam Financial Group
California
$2.83M +$3.51K +125 +0.1%
PWM
264
Prentice Wealth Management
New York
$2.83M +$68.1K +2,428 +2%
JCIA
265
Jackson Creek Investment Advisors
Colorado
$2.81M -$34.6K -1,232 -1%
CCWA
266
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.8M -$601K -21,432 -18%
UCFA
267
United Capital Financial Advisors
Texas
$2.78M +$58.7K +2,094 +2%
ACA
268
Atlas Capital Advisors
Wyoming
$2.78M -$655K -23,345 -19%
NA
269
NewEdge Advisors
Louisiana
$2.75M -$164K -5,845 -6%
TNA
270
True North Advisors
Texas
$2.75M -$535K -19,073 -16%
JWS
271
Juncture Wealth Strategies
Arizona
$2.73M -$1.26M -44,911 -32%
CCM
272
Coldstream Capital Management
Washington
$2.71M -$139K -4,940 -5%
ZF
273
Zhang Financial
Michigan
$2.66M -$568K -20,243 -18%
ACA
274
Aptus Capital Advisors
Alabama
$2.64M -$40.6K -1,446 -2%
ASN
275
Advisory Services Network
Georgia
$2.59M +$2.59M +90,620 New
9 10
11
12 13