SCHM icon

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
+$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 %
CFO
351
Collective Family Office
Pennsylvania
$1.71M -$19.3K -689 -1%
JWCA
352
J.W. Cole Advisors
Florida
$1.69M +$1.43M +51,033 +547%
FA
353
Fagan Associates
New York
$1.69M -$40.8K -1,453 -2%
BFA
354
Beaumont Financial Advisors
Massachusetts
$1.69M -$72.2K -2,574 -4%
CFA
355
Cahill Financial Advisors
Minnesota
$1.68M -$174K -6,213 -9%
NP
356
NorthRock Partners
Minnesota
$1.67M -$45.4K -1,619 -3%
AFG
357
Atomi Financial Group
New York
$1.66M -$105K -3,748 -6%
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$1.66M – – –
OWA
359
Opal Wealth Advisors
New York
$1.66M +$168K +5,983 +11%
KHC
360
Koesten Hirschmann & Crabtree
Kansas
$1.64M – – –
CWG
361
Cornerstone Wealth Group
North Carolina
$1.63M -$243K -8,665 -13%
NIA
362
NBZ Investment Advisors
Tennessee
$1.63M -$60.3K -2,148 -4%
AIA
363
Armor Investment Advisors
North Carolina
$1.63M -$49.1K -1,750 -3%
SMC
364
Smith, Moore & Co
Missouri
$1.63M +$7.18K +256 +0.4%
DBRC
365
D.B. Root & Company
Pennsylvania
$1.63M -$263K -9,385 -14%
EFG
366
Embree Financial Group
Illinois
$1.62M -$7.1K -253 -0.4%
CA
367
Cambridge Advisors
Nebraska
$1.62M -$1.26K -45 -0.1%
NCM
368
Novare Capital Management
North Carolina
$1.61M -$131K -4,672 -8%
QWM
369
Quadcap Wealth Management
Texas
$1.61M -$1.91K -68 -0.1%
AWM
370
Apollon Wealth Management
South Carolina
$1.59M +$135K +4,801 +9%
PFM
371
Phillips Financial Management
Indiana
$1.59M +$35.5K +1,266 +2%
JWA
372
JFS Wealth Advisors
Pennsylvania
$1.58M +$3.03K +108 +0.2%
CFO
373
CVA Family Office
Colorado
$1.56M -$288K -10,285 -16%
AFG
374
Arkansas Financial Group
Arkansas
$1.56M -$7.16K -251 -0.5%
IWC
375
Integrated Wealth Concepts
Massachusetts
$1.55M +$225K +8,017 +17%
13 14
15
16 17