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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
12.4%
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 %
UIA
301
Ulland Investment Advisors
Minnesota
$2.41M -$237K -8,443 -9%
VAF
302
Values Added Financial
District of Columbia
$2.4M +$734K +26,176 +44%
MHC
303
May Hill Capital
Massachusetts
$2.39M -$908K -32,357 -28%
BCM
304
Boltwood Capital Management
California
$2.38M +$163K +5,806 +7%
CA
305
Centerpoint Advisors
Massachusetts
$2.36M – – –
NCM
306
Northwest Capital Management
Oregon
$2.35M -$2.89M -103,131 -55%
CFS
307
CRA Financial Services
New Jersey
$2.31M -$64.5K -2,300 -3%
MAM
308
Marquette Asset Management
Minnesota
$2.3M -$183K -6,525 -7%
AIM
309
Athena Investment Management
California
$2.3M +$29.9K +1,067 +1%
RDWM
310
Red Door Wealth Management
Tennessee
$2.3M -$14K -500 -0.6%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$2.27M -$25.9K -922 -1%
VAMG
312
Voisard Asset Management Group
Michigan
$2.24M -$661K -23,572 -23%
SFP
313
Strategic Financial Planning
Texas
$2.23M -$5.75K -205 -0.3%
MA
314
MBA Advisors
Pennsylvania
$2.2M -$267K -9,519 -11%
CRFG
315
Columbia River Financial Group
Washington
$2.19M +$93.4K +3,269 +4%
NHC
316
Nicholas Hoffman & Company
Georgia
$2.16M +$2.24K +80 +0.1%
AAIM
317
Asset Advisors Investment Management
Georgia
$2.14M -$423K -15,087 -16%
AFO
318
Arrowroot Family Office
California
$2.12M +$2.12M +75,562 New
SP
319
SWS Partners
Ohio
$2.11M +$50.7K +1,809 +2%
WA
320
WBH Advisory
Maryland
$2.11M -$72.8K -2,596 -3%
JPLA
321
Joseph P. Lucia & Associates
New York
$2.1M -$58.7K -2,092 -3%
BI
322
Ballast Inc
Kentucky
$2.1M +$2.1M +74,987 New
BWM
323
BCS Wealth Management
Tennessee
$2.08M +$243K +8,648 +13%
TWM
324
Thrive Wealth Management
Pennsylvania
$2.06M +$1.37M +48,916 +198%
PFT
325
Providence First Trust
Arizona
$2.02M +$287K +10,222 +17%
11 12
13
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