SCHM icon

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 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-21
Holders Change %
-2.28%
% 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
53
Calls
$1.19M
Puts
$143K
Net Calls
+$1.05M
Net Calls Change
+$669K

Top Buyers

1
AA
Advisory Alpha
Michigan
+$41.4M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$36.3M
3
WA
Waverly Advisors
Alabama
+$35.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$25.7M
5
DAS
Dynamic Advisor Solutions
Arizona
+$24.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$16.7M
2
RWM
RKL Wealth Management
Pennsylvania
-$14.9M
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$9.02M
4
Ameriprise
Ameriprise
Minnesota
-$8.05M
5
OIA
OneDigital Investment Advisors
Kansas
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$2.54M +$24.4K +931 +1%
AWE
277
Avidian Wealth Enterprises
Texas
$2.54M +$888K +33,897 +54%
SWM
278
SeaCrest Wealth Management
New York
$2.52M +$101K +3,847 +4%
ACA
279
Aptus Capital Advisors
Alabama
$2.51M -$27.4K -1,044 -1%
MG
280
Mather Group
Illinois
$2.48M -$455K -17,349 -16%
UIA
281
Ulland Investment Advisors
Minnesota
$2.47M -$257K -9,807 -9%
SPA
282
Sentinel Pension Advisors
Massachusetts
$2.44M -$47.9K -1,828 -2%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$2.41M -$19.2K -732 -0.8%
AAIM
284
Asset Advisors Investment Management
Georgia
$2.4M -$246K -9,398 -9%
TWM
285
Tradition Wealth Management
Minnesota
$2.4M +$27.7K +1,059 +1%
LCM
286
Leisure Capital Management
California
$2.4M +$74.5K +2,842 +3%
RWA
287
River Wealth Advisors
Pennsylvania
$2.37M -$102K -3,877 -4%
VFPW
288
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.36M -$447K -17,054 -16%
CL
289
Choreo LLC
Illinois
$2.36M -$97.3K -3,715 -4%
CFG
290
Clayton Financial Group
Missouri
$2.34M +$50.3K +1,921 +2%
MAM
291
Marquette Asset Management
Minnesota
$2.32M -$287K -10,940 -11%
MA
292
MBA Advisors
Pennsylvania
$2.3M -$48.7K -1,859 -2%
BFS
293
Burkett Financial Services
South Carolina
$2.3M -$38.6K -1,472 -2%
PF
294
PlanWiser Financial
Colorado
$2.28M +$2.28M +87,222 New
Natixis Advisors
295
Natixis Advisors
Massachusetts
$2.22M +$1.07M +40,965 +93%
ACA
296
Affinity Capital Advisors
California
$2.22M -$108K -4,416 -5%
CFS
297
CRA Financial Services
New Jersey
$2.22M -$139K -5,307 -6%
CA
298
Centerpoint Advisors
Massachusetts
$2.2M – – –
EH
299
Equitable Holdings
New York
$2.19M +$9.75K +372 +0.4%
SFA
300
Sequoia Financial Advisors
Ohio
$2.17M -$62.1K -2,370 -3%
10 11
12
13 14