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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 %
1WM
401
1900 Wealth Management
Texas
$1.21M -$48.7K -1,857 -4%
LB
402
Legacy Bridge
Iowa
$1.21M +$31.5K +1,201 +3%
CAG
403
Csenge Advisory Group
Florida
$1.19M +$143K +5,845 +14%
CPRC
404
Consolidated Portfolio Review Corp
New York
$1.18M -$5.08K -194 -0.4%
US Bancorp
405
US Bancorp
Minnesota
$1.17M -$8.99K -343 -0.8%
LTL
406
Lowery Thomas LLC
California
$1.17M +$3.46K +132 +0.3%
GL
407
Graypoint LLC
New York
$1.15M -$838 -32 -0.1%
LJAC
408
L.J. Altfest & Co
New York
$1.13M +$182K +6,956 +19%
IWP
409
IAG Wealth Partners
Wisconsin
$1.13M -$131K -5,015 -10%
IWMA
410
Ironwood Wealth Management (Arizona)
Arizona
$1.13M -$194K -7,401 -15%
HI
411
Harbour Investments
Wisconsin
$1.1M +$14.6K +558 +1%
BCA
412
Bay Colony Advisors
Massachusetts
$1.1M -$7.69K -294 -0.7%
GB
413
Goepper Burkhardt
South Carolina
$1.08M -$13.1K -500 -1%
WA
414
Whipplewood Advisors
Colorado
$1.08M -$4.09M -33,178 -79%
KLI
415
Kelman-Lazarov Inc
Tennessee
$1.08M +$3.38K +129 +0.3%
ATI
416
ARK & TLK Investments
Oklahoma
$1.07M -$26 -1 -0%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$1.07M +$7.89K +301 +0.7%
IC
418
IEQ Capital
California
$1.07M +$1.07M +40,838 New
NFTC
419
North Forty Two & Co
Oregon
$1.07M +$125K +4,780 +13%
FPF
420
First Pacific Financial
Washington
$1.07M +$83.1K +3,170 +8%
WA
421
WP Advisors
California
$1.07M +$1.07M +40,675 New
CIR
422
Clear Investment Research
Georgia
$1.06M -$812 -31 -0.1%
FA
423
FF Advisors
California
$1.06M +$207K +7,945 +24%
GIA
424
GHP Investment Advisors
Colorado
$1.05M +$14.6K +556 +1%
QCG
425
Quadrant Capital Group
Ohio
$1.05M -$3.43K -131 -0.3%
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