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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 %
BA
251
Bristlecone Advisors
Washington
$2.96M -$4.9K -187 -0.2%
MMCM
252
Murphy & Mullick Capital Management
New York
$2.95M -$72.8K -2,780 -2%
PIAS
253
PCA Investment Advisory Services
Ohio
$2.91M -$60.9K -2,326 -2%
SLT
254
St Louis Trust
Missouri
$2.91M +$926K +35,338 +47%
RWP
255
Revolve Wealth Partners
New Jersey
$2.9M -$110K -4,183 -4%
VA
256
Valmark Advisers
Ohio
$2.87M -$2.67M -101,856 -48%
WFAG
257
Wescott Financial Advisory Group
Pennsylvania
$2.87M -$56.7K -2,163 -2%
CCM
258
Colorado Capital Management
Colorado
$2.86M -$473K -18,045 -14%
TWG
259
The Wealth Group
Minnesota
$2.84M -$3.09K -118 -0.1%
WP
260
WealthShield Partners
North Carolina
$2.79M +$36.9K +1,408 +1%
SF
261
Safeguard Financial
Wisconsin
$2.78M -$159K -6,056 -5%
B
262
Bensler
Washington
$2.77M -$462K -17,615 -14%
NA
263
NewEdge Advisors
Louisiana
$2.72M -$733K -27,959 -21%
VAMG
264
Voisard Asset Management Group
Michigan
$2.71M -$920K -35,117 -25%
HA
265
HC Advisors
Georgia
$2.69M -$10.2K -391 -0.4%
LIWM
266
Long Island Wealth Management
New York
$2.68M +$275K +10,506 +11%
ECM
267
Exchange Capital Management
Michigan
$2.67M -$360K -13,734 -12%
AAS
268
Ameritas Advisory Services
Nebraska
$2.67M -$524K -19,405 -16%
CCM
269
Coldstream Capital Management
Washington
$2.66M -$119K -4,550 -4%
JCIA
270
Jackson Creek Investment Advisors
Colorado
$2.66M +$32.4K +1,237 +1%
ML
271
McAdam LLC
Pennsylvania
$2.65M +$417K +15,905 +19%
OFG
272
Orcam Financial Group
California
$2.64M +$2.73K +104 +0.1%
BWL
273
Bogart Wealth LLC
Virginia
$2.63M +$1.28M +48,752 +94%
SAW
274
Signal Advisors Wealth
Michigan
$2.58M -$214K -8,174 -8%
PWM
275
Prentice Wealth Management
New York
$2.58M +$200K +7,620 +8%
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