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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 %
CS
426
Crescent Sterling
Louisiana
$1.04M -$32K -1,222 -3%
NGA
427
Naples Global Advisors
Florida
$1.03M -$154K -5,872 -13%
CCM
428
Condor Capital Management
New Jersey
$1.03M -$101K -3,843 -9%
SAM
429
Sawgrass Asset Management
Florida
$1.02M +$4.85K +185 +0.5%
PA
430
Parallel Advisors
California
$1.01M -$17.4K -665 -2%
BFG
431
Bouchey Financial Group
New York
$1.01M – – –
GT
432
Greenleaf Trust
Michigan
$1M +$52.6K +2,007 +6%
GWWM
433
Great Waters Wealth Management
Minnesota
$987K -$7.47K -285 -0.8%
AAS
434
Avantax Advisory Services
Texas
$986K +$23.8K +910 +2%
FI
435
FIDELIS iM
Oregon
$983K – – –
WCM
436
Wisconsin Capital Management
Wisconsin
$983K – – –
HIC
437
Holderness Investments Company
North Carolina
$980K -$243K -9,278 -20%
RWP
438
RWA Wealth Partners
Massachusetts
$979K -$24.6K -939 -2%
OIM
439
Orca Investment Management
Oregon
$977K +$3.28K +125 +0.3%
SFG
440
Stonebridge Financial Group
Pennsylvania
$973K -$2.1K -80 -0.2%
VPIM
441
Vanguard Personalized Indexing Management
California
$968K +$181K +6,915 +23%
EWA
442
EP Wealth Advisors
California
$967K +$10.1K +386 +1%
SAI
443
Savvy Advisors Inc
New York
$965K +$30.7K +1,171 +3%
AWC
444
Adamsbrown Wealth Consultants
Kansas
$963K +$5.14K +196 +0.5%
GFG
445
Grantvest Financial Group
New Jersey
$962K -$23.8K -908 -2%
FC
446
Forte Capital
New York
$962K -$46.1K -1,761 -5%
CB
447
Commerce Bank
Missouri
$945K +$44.8K +1,709 +5%
EWP
448
Elevation Wealth Partners
California
$944K -$155K -5,897 -14%
SPP
449
Single Point Partners
Massachusetts
$936K -$812 -31 -0.1%
SC
450
SouthState Corp
Florida
$935K +$935K +35,682 New
16 17
18
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