SCHM icon

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 %
EWA
276
EP Wealth Advisors
California
$2.59M +$1.55M +55,333 +150%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$2.58M +$4.15K +148 +0.2%
LF
278
LifeSteps Financial
California
$2.57M +$383K +13,668 +18%
TWM
279
Tradition Wealth Management
Minnesota
$2.57M +$841 +30 +0%
B
280
Bensler
Washington
$2.56M -$407K -14,505 -14%
MG
281
Mather Group
Illinois
$2.56M -$90.6K -3,230 -3%
ECM
282
Exchange Capital Management
Michigan
$2.55M -$317K -11,286 -11%
UAG
283
United Advisor Group
Ohio
$2.55M +$952K +33,927 +60%
FPCP
284
Fort Point Capital Partners
California
$2.54M +$525K +18,699 +26%
SWM
285
SeaCrest Wealth Management
New York
$2.53M -$162K -5,764 -6%
LCM
286
Leisure Capital Management
California
$2.53M -$35.1K -1,253 -1%
EH
287
Equitable Holdings
New York
$2.52M +$183K +6,518 +8%
RWA
288
River Wealth Advisors
Pennsylvania
$2.52M -$12.7K -451 -0.5%
CFGSD
289
Compass Financial Group (South Dakota)
South Dakota
$2.52M +$222K +7,906 +10%
ACA
290
Affinity Capital Advisors
California
$2.51M -$48.4K -1,726 -2%
BFS
291
Burkett Financial Services
South Carolina
$2.5M +$38.8K +1,385 +2%
DWM
292
Destination Wealth Management
California
$2.49M +$474K +16,885 +24%
VT
293
Vise Technologies
New York
$2.49M +$2.49M +88,670 New
VFPW
294
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.47M -$60.8K -2,167 -2%
PF
295
PlanWiser Financial
Colorado
$2.46M -$76.6K -2,638 -3%
WW
296
Waterfront Wealth
Kansas
$2.44M +$473K +16,847 +24%
Charles Schwab
297
Charles Schwab
California
$2.43M +$2.43M +86,532 New
KWA
298
Kingswood Wealth Advisors
California
$2.42M +$188K +6,716 +8%
SPA
299
Sentinel Pension Advisors
Massachusetts
$2.42M -$198K -7,065 -8%
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$2.41M +$1.41M +50,366 +142%
10 11
12
13 14