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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 %
CFO
351
Collective Family Office
Pennsylvania
$1.61M -$151K -5,772 -9%
NP
352
NorthRock Partners
Minnesota
$1.6M -$320K -12,195 -17%
NIA
353
NBZ Investment Advisors
Tennessee
$1.58M -$37.5K -1,430 -2%
SEIA
354
Signature Estate & Investment Advisors
California
$1.58M -$18.2K -695 -1%
AIA
355
Armor Investment Advisors
North Carolina
$1.57M -$35.8K -1,365 -2%
VAF
356
Values Added Financial
District of Columbia
$1.55M -$178K -6,807 -10%
KHC
357
Koesten Hirschmann & Crabtree
Kansas
$1.53M – – –
EFG
358
Embree Financial Group
Illinois
$1.52M +$110K +4,188 +8%
CA
359
Cambridge Advisors
Nebraska
$1.52M +$236 +9 +0%
SMC
360
Smith, Moore & Co
Missouri
$1.52M -$8.93K -341 -0.6%
ICMM
361
Integrated Capital Management (Michigan)
Michigan
$1.51M -$66.3K -2,531 -4%
QWM
362
Quadcap Wealth Management
Texas
$1.5M -$425K -16,219 -22%
PIA
363
Panoramic Investment Advisors
Colorado
$1.49M +$1.31K +50 +0.1%
SF
364
Summit Financial
New Jersey
$1.49M -$218K -8,315 -13%
UAG
365
United Advisor Group
Ohio
$1.49M +$221K +8,442 +17%
JWA
366
JFS Wealth Advisors
Pennsylvania
$1.48M +$2.8K +107 +0.2%
IAN
367
Integrated Advisors Network
Texas
$1.47M +$2.75K +105 +0.2%
WF
368
Warner Financial
Maryland
$1.46M -$16.4K -628 -1%
SAF
369
Smith Anglin Financial
Texas
$1.46M -$445 -17 -0%
SCM
370
SCS Capital Management
Massachusetts
$1.46M +$1.46M +55,551 New
PFM
371
Phillips Financial Management
Indiana
$1.45M -$10.3K -393 -0.7%
OFS
372
Oldfather Financial Services
Nebraska
$1.44M +$52.3K +1,998 +4%
CAM
373
Chandler Asset Management
California
$1.41M +$4.24K +162 +0.3%
Lazard Asset Management
374
Lazard Asset Management
New York
$1.4M – – –
OWA
375
Opal Wealth Advisors
New York
$1.39M +$36.5K +1,395 +3%
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