SCHM icon

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 %
SSWM
326
Sheets Smith Wealth Management
North Carolina
$1.81M +$5.66K +216 +0.3%
TW
327
Transform Wealth
Colorado
$1.78M -$729K -27,833 -29%
DBRC
328
D.B. Root & Company
Pennsylvania
$1.77M -$335K -12,768 -16%
IF
329
Ironwood Financial
Arizona
$1.77M -$21.2K -810 -1%
SCA
330
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M +$79 +3 +0%
MPCA
331
Madison Park Capital Advisors
Washington
$1.76M -$64K -2,443 -4%
PA
332
PFG Advisors
Arizona
$1.76M +$87.9K +3,356 +5%
SFO
333
Stokes Family Office
Louisiana
$1.75M – – –
CWG
334
Cornerstone Wealth Group
North Carolina
$1.75M -$139K -5,318 -7%
CFGL
335
Cambridge Financial Group, LLC
Arizona
$1.75M -$36.2K -1,382 -2%
CFA
336
Cahill Financial Advisors
Minnesota
$1.73M +$134K +5,097 +8%
CFO
337
CVA Family Office
Colorado
$1.73M +$383K +14,636 +29%
BWM
338
BCS Wealth Management
Tennessee
$1.72M -$378K -14,428 -18%
VCM
339
Vision Capital Management
Oregon
$1.71M -$62.1K -2,370 -4%
KIA
340
KCM Investment Advisors
California
$1.66M -$55.6K -2,124 -3%
AL
341
ACAS LLC
California
$1.66M -$27.3K -1,066 -2%
MMHP
342
Murphy Middleton Hinkle & Parker
Georgia
$1.66M -$35.8K -1,365 -2%
AFG
343
Atomi Financial Group
New York
$1.65M +$72.1K +2,750 +5%
BFA
344
Beaumont Financial Advisors
Massachusetts
$1.65M -$83.5K -3,186 -5%
EFS
345
Econ Financial Services
Pennsylvania
$1.64M -$11K -418 -0.7%
NC
346
Napatree Capital
Rhode Island
$1.63M -$961K -36,693 -37%
NCM
347
Novare Capital Management
North Carolina
$1.63M -$121K -4,609 -7%
PFT
348
Providence First Trust
Arizona
$1.62M – – –
FA
349
Fagan Associates
New York
$1.62M -$26.5K -1,011 -2%
VVP
350
Venture Visionary Partners
Ohio
$1.62M +$19K +726 +1%
12 13
14
15 16