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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 %
SF
376
Seek First
California
$1.39M +$1.39M +53,144 New
FBB
377
Fulton Breakefield Broenniman
Maryland
$1.39M -$41K -1,564 -3%
LC
378
LTG Capital
Massachusetts
$1.37M -$19.7K -750 -1%
BL
379
BFSG LLC
California
$1.37M -$8.07K -308 -0.6%
BWM
380
Benchmark Wealth Management
Connecticut
$1.36M – – –
AWM
381
Apollon Wealth Management
South Carolina
$1.36M -$5.03K -192 -0.4%
Renaissance Technologies
382
Renaissance Technologies
New York
$1.35M -$380K -14,500 -22%
BF
383
Blankinship & Foster
California
$1.34M -$124K -4,723 -8%
MWP
384
Madison Wealth Partners
Wisconsin
$1.34M -$80.4K -3,067 -6%
SHJ
385
Sharkey, Howes & Javer
Colorado
$1.33M -$4.8K -183 -0.4%
LFG
386
Leverty Financial Group
Wisconsin
$1.32M +$141K +5,385 +12%
AFG
387
Arkansas Financial Group
Arkansas
$1.32M -$8.29K -345 -0.6%
AllianceBernstein
388
AllianceBernstein
Tennessee
$1.31M – – –
FHA
389
Flagship Harbor Advisors
Massachusetts
$1.3M +$13.6K +518 +1%
AL
390
Aspiriant LLC
California
$1.3M – – –
KW
391
Keyvantage Wealth
Pennsylvania
$1.29M -$976K -37,263 -43%
OCM
392
One Capital Management
California
$1.27M -$185K -7,068 -13%
CIG
393
CHB Investment Group
Pennsylvania
$1.26M -$54.2K -2,070 -4%
ES
394
ETF Store
Kansas
$1.25M +$8.8K +336 +0.7%
SWM
395
Sculati Wealth Management
Michigan
$1.25M -$128K -4,893 -9%
PSCM
396
Per Stirling Capital Management
Texas
$1.25M -$7.78K -297 -0.6%
IWC
397
Integrated Wealth Concepts
Massachusetts
$1.23M -$643K -24,547 -34%
SEM
398
Strategic Equity Management
Arizona
$1.23M +$5.16K +197 +0.4%
IFS
399
Ifrah Financial Services
Arkansas
$1.23M -$24.2K -924 -2%
SAM
400
S.A. Mason
Michigan
$1.21M -$34.3K -1,310 -3%
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