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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 %
FPF
426
First Pacific Financial
Washington
$1.14M -$3.84K -137 -0.3%
FA
427
FF Advisors
California
$1.13M – – –
Janney Montgomery Scott
428
Janney Montgomery Scott
Pennsylvania
$1.13M -$12K -427 -1%
SAI
429
Savvy Advisors Inc
New York
$1.13M +$94.2K +3,359 +9%
Susquehanna International Group
430
Susquehanna International Group
Pennsylvania
$1.12M +$765K +27,284 +213%
STA
431
Summit Trail Advisors
New York
$1.12M +$1.12M +40,032 New
CIR
432
Clear Investment Research
Georgia
$1.12M -$15.8K -565 -1%
HI
433
Harbour Investments
Wisconsin
$1.12M -$62.8K -2,239 -5%
GIA
434
GHP Investment Advisors
Colorado
$1.11M -$10.5K -373 -0.9%
IWP
435
IAG Wealth Partners
Wisconsin
$1.11M -$97.1K -3,462 -8%
SPP
436
Single Point Partners
Massachusetts
$1.11M +$106K +3,761 +11%
NGA
437
Naples Global Advisors
Florida
$1.1M -$281 -10 -0%
BCA
438
Bay Colony Advisors
Massachusetts
$1.1M -$73.6K -2,625 -6%
PA
439
Parallel Advisors
California
$1.1M +$16K +570 +1%
William Blair & Company
440
William Blair & Company
Illinois
$1.09M +$610K +21,733 +126%
CCM
441
Condor Capital Management
New Jersey
$1.09M -$6.2K -221 -0.6%
SAM
442
Sawgrass Asset Management
Florida
$1.09M – – –
BFG
443
Bouchey Financial Group
New York
$1.08M +$5.47K +195 +0.5%
SWM
444
Sculati Wealth Management
Michigan
$1.08M -$256K -9,140 -19%
HIC
445
Holderness Investments Company
North Carolina
$1.08M +$26.1K +929 +2%
RWB
446
RMR Wealth Builders
New Jersey
$1.07M +$153K +5,437 +17%
SFG
447
Stonebridge Financial Group
Pennsylvania
$1.07M +$27K +963 +3%
GB
448
Goepper Burkhardt
South Carolina
$1.06M -$98.2K -3,500 -8%
OIM
449
Orca Investment Management
Oregon
$1.06M +$14.1K +503 +1%
FI
450
FIDELIS iM
Oregon
$1.05M – – –
16 17
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