Schwab US Mid-Cap ETF
SCHM
911 hedge funds and large institutions have $7.29B invested in Schwab US Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 330 increasing their positions, 385 reducing their positions, and 55 closing their positions.
734% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $143K
1.16% more ownership
Funds ownership: 66.99% → 68.16% (+1.2%)
5% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 55
2% less funds holding
Funds holding: 930 → 911 (-19)
14% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 385
16% less funds holding in top 10
Funds holding in top 10: 80 → 67 (-13)
71% less capital invested
Capital invested by funds: $25.5B → $7.29B (-$18.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$44.1M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$38.5M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$37.5M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$27.3M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$17.7M |
| 2 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
-$15.9M |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$9.59M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.56M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$5.65M |
SCHM Hedge Fund Activity: Q1 2025 in Review
911 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2025, worth a combined $7.29B — down 71% from $25.5B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SCHM and 52 opened new positions — a net loss of 3 holders — while 385 trimmed existing stakes and 330 added.
The largest buyer was Advisory Alpha, adding an estimated $44.1M. The largest seller was Financial Engines Advisors, cutting an estimated $17.7M.
- 911 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2025, down from 930 in Q4 2024.
- Funds reported $7.29B of Schwab US Mid-Cap ETF stock for Q1 2025, down 71% quarter-over-quarter.
- 52 funds opened new Schwab US Mid-Cap ETF positions in Q1 2025 and 55 closed out, a net change of -3 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2025 was Advisory Alpha, an estimated $44.1M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2025.