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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

901 hedge funds and large institutions have $7.28B 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, 382 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-21
Holders Change %
-2.28%
% of All Funds
12.24%
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
382
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 %
RDWM
301
Red Door Wealth Management
Tennessee
$2.16M -$47.8K -1,823 -2%
CFGSD
302
Compass Financial Group (South Dakota)
South Dakota
$2.15M +$114K +4,353 +6%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$2.15M -$6.16K -235 -0.3%
AIM
304
Athena Investment Management
California
$2.12M +$48.9K +1,866 +2%
SFP
305
Strategic Financial Planning
Texas
$2.09M +$3.83K +146 +0.2%
KWA
306
Kingswood Wealth Advisors
California
$2.08M +$35K +1,337 +2%
BCM
307
Boltwood Capital Management
California
$2.07M +$149K +5,679 +8%
VWA
308
VSM Wealth Advisory
Maryland
$2.07M -$33.4K -1,274 -2%
LF
309
LifeSteps Financial
California
$2.04M +$180K +6,868 +10%
WA
310
WBH Advisory
Maryland
$2.04M -$98.9K -3,773 -5%
JPLA
311
Joseph P. Lucia & Associates
New York
$2.02M -$16.5K -630 -0.8%
NHC
312
Nicholas Hoffman & Company
Georgia
$2.01M +$3.33K +127 +0.2%
NRI
313
NFP Retirement Inc
California
$1.98M -$76.6K -2,925 -4%
DWM
314
Dakota Wealth Management
Florida
$1.96M -$164K -6,260 -8%
AGC
315
Aspen Grove Capital
Colorado
$1.95M +$996 +38 +0.1%
WCM
316
Winthrop Capital Management
Indiana
$1.95M -$34.5K -1,316 -2%
SP
317
SWS Partners
Ohio
$1.92M -$94.2K -3,595 -5%
CRFG
318
Columbia River Financial Group
Washington
$1.92M -$524 -20 -0%
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$1.9M +$930K +35,483 +96%
FPCP
320
Fort Point Capital Partners
California
$1.89M -$1.38M -52,794 -42%
KF
321
Krilogy Financial
Missouri
$1.88M -$160K -6,098 -8%
DWM
322
Destination Wealth Management
California
$1.88M -$220K -8,403 -10%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$1.87M -$27.2K -1,039 -1%
SFG
324
Sunburst Financial Group
Alabama
$1.86M -$63.1K -2,407 -3%
WW
325
Waterfront Wealth
Kansas
$1.84M +$119K +4,540 +7%
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