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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 %
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.55M +$225K +8,017 +17%
SF
377
Summit Financial
New Jersey
$1.52M -$73.2K -2,610 -5%
IAN
378
Integrated Advisors Network
Texas
$1.52M -$47.7K -1,699 -3%
CAM
379
Chandler Asset Management
California
$1.52M +$5.47K +195 +0.4%
BL
380
BFSG LLC
California
$1.51M +$49.6K +1,767 +3%
VFA
381
Valeo Financial Advisors
Indiana
$1.51M +$1.51M +53,876 New
Lazard Asset Management
382
Lazard Asset Management
New York
$1.5M – – –
OFS
383
Oldfather Financial Services
Nebraska
$1.5M -$43.3K -1,544 -3%
Citadel Advisors
384
Citadel Advisors
Florida
$1.5M +$1.5M +53,440 New
SF
385
Seek First
California
$1.5M +$5.39K +192 +0.4%
LC
386
LTG Capital
Massachusetts
$1.47M +$8.08K +288 +0.6%
FBB
387
Fulton Breakefield Broenniman
Maryland
$1.47M -$17K -605 -1%
SAF
388
Smith Anglin Financial
Texas
$1.46M -$102K -3,643 -7%
BWM
389
Benchmark Wealth Management
Connecticut
$1.46M – – –
CAG
390
Csenge Advisory Group
Florida
$1.45M +$139K +5,141 +11%
ICMM
391
Integrated Capital Management (Michigan)
Michigan
$1.44M -$207K -7,254 -13%
WF
392
Warner Financial
Maryland
$1.44M -$130K -4,629 -8%
ES
393
ETF Store
Kansas
$1.42M +$79.1K +2,820 +6%
KLI
394
Kelman-Lazarov Inc
Tennessee
$1.42M +$269K +9,580 +23%
DWM
395
Dakota Wealth Management
Florida
$1.42M -$680K -24,248 -32%
AllianceBernstein
396
AllianceBernstein
Tennessee
$1.41M +$5.47K +195 +0.4%
SMF
397
Scott Marsh Financial
Utah
$1.41M +$1.41M +50,112 New
US Bancorp
398
US Bancorp
Minnesota
$1.39M +$142K +5,058 +11%
LIWM
399
Long Island Wealth Management
New York
$1.39M -$1.48M -52,796 -52%
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.36M -$35.8K -1,276 -3%
14 15
16
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