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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

926 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, 330 increasing their positions, 383 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+26
Holders Change %
+2.89%
% of All Funds
12.42%
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
330
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 %
IC
401
IEQ Capital
California
$1.34M +$197K +7,030 +17%
CA
402
Capital Advantage
California
$1.34M -$4.24M -151,171 -76%
KW
403
Keyvantage Wealth
Pennsylvania
$1.33M -$49.5K -1,763 -4%
SHJ
404
Sharkey, Howes & Javer
Colorado
$1.32M -$99.5K -3,546 -7%
LB
405
Legacy Bridge
Iowa
$1.32M +$28.1K +1,000 +2%
SCM
406
SCS Capital Management
Massachusetts
$1.3M -$255K -9,098 -16%
SAM
407
S.A. Mason
Michigan
$1.3M +$2.24K +80 +0.2%
CIG
408
CHB Investment Group
Pennsylvania
$1.3M -$54.8K -1,953 -4%
1WM
409
1900 Wealth Management
Texas
$1.3M +$196 +7 +0%
SAM
410
Smithbridge Asset Management
Pennsylvania
$1.3M -$5.08M -180,982 -80%
IFS
411
Ifrah Financial Services
Arkansas
$1.29M -$17K -605 -1%
PSCM
412
Per Stirling Capital Management
Texas
$1.29M -$40.1K -1,430 -3%
OCM
413
One Capital Management
California
$1.26M -$96.9K -3,453 -7%
CPRC
414
Consolidated Portfolio Review Corp
New York
$1.26M -$4.04K -144 -0.3%
LJAC
415
L.J. Altfest & Co
New York
$1.25M +$38.4K +1,368 +3%
QCG
416
Quadrant Capital Group
Ohio
$1.25M +$129K +4,616 +12%
WA
417
Whipplewood Advisors
Colorado
$1.24M +$999K +35,626 +407%
GL
418
Graypoint LLC
New York
$1.21M -$21.9K -779 -2%
ECM
419
Evergreen Capital Management
Washington
$1.18M +$1.18M +42,068 New
EGM
420
Engineers Gate Manager
New York
$1.18M +$340K +12,112 +40%
NFTC
421
North Forty Two & Co
Oregon
$1.17M +$23.8K +850 +2%
SIC
422
Sigma Investment Counselors
Michigan
$1.16M +$438K +15,621 +60%
ATI
423
ARK & TLK Investments
Oklahoma
$1.15M – – –
WA
424
WP Advisors
California
$1.15M +$4.12K +147 +0.4%
FPF
425
First Pacific Financial
Washington
$1.14M -$3.84K -137 -0.3%
15 16
17
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