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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

927 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, 331 increasing their positions, 383 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+26
Holders Change %
+2.89%
% of All Funds
12.43%
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
331
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
+$58.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$44.5M
3
AA
Advisory Alpha
Michigan
+$30.1M
4
Creative Planning
Creative Planning
Kansas
+$19.2M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$17.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$118M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$43.3M
3
DC
Davenport & Co
Virginia
-$31.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$25.4M
5
Cerity Partners
Cerity Partners
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
326
Providence First Trust
Arizona
$2.02M +$287K +10,222 +17%
AGC
327
Aspen Grove Capital
Colorado
$2M -$91.3K -3,255 -4%
KF
328
Krilogy Financial
Missouri
$1.99M -$28K -999 -1%
SFG
329
Sunburst Financial Group
Alabama
$1.98M -$18.8K -669 -0.9%
JWBC
330
John W. Brooker & Co
California
$1.95M -$5.22M -180,740 -73%
SSWM
331
Sheets Smith Wealth Management
North Carolina
$1.93M -$4.74K -169 -0.2%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$1.92M -$43.3M -1,542,535 -96%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$1.89M -$1.35K -48 -0.1%
BFS
334
Bradley Foster & Sargent
Connecticut
$1.89M +$1.89M +67,308 New
SFO
335
Stokes Family Office
Louisiana
$1.88M – – –
AL
336
ACAS LLC
California
$1.87M -$32.3K -1,103 -2%
NRI
337
NFP Retirement Inc
California
$1.85M -$267K -9,518 -13%
WCM
338
Winthrop Capital Management
Indiana
$1.85M -$240K -8,570 -12%
MPCA
339
Madison Park Capital Advisors
Washington
$1.85M -$42.6K -1,519 -2%
MA
340
MCF Advisors
Kentucky
$1.84M +$1.09M +38,906 +146%
VCM
341
Vision Capital Management
Oregon
$1.83M -$1.91K -68 -0.1%
AIP
342
Almanack Investment Partners
Pennsylvania
$1.82M +$1.82M +64,821 New
PIA
343
Panoramic Investment Advisors
Colorado
$1.8M +$197K +7,030 +12%
MWP
344
Madison Wealth Partners
Wisconsin
$1.78M +$348K +12,398 +24%
KIA
345
KCM Investment Advisors
California
$1.78M – – –
EFS
346
Econ Financial Services
Pennsylvania
$1.77M +$23.1K +822 +1%
IF
347
Ironwood Financial
Arizona
$1.77M – – –
GRP
348
Global Retirement Partners
California
$1.75M +$1.75M +62,295 New
VVP
349
Venture Visionary Partners
Ohio
$1.73M +$196 +7 +0%
SEIA
350
Signature Estate & Investment Advisors
California
$1.73M +$36.2K +1,292 +2%
12 13
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