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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 %
WCM
451
Wisconsin Capital Management
Wisconsin
$1.05M – – –
VPIM
452
Vanguard Personalized Indexing Management
California
$1.04M +$2.47K +88 +0.2%
GWWM
453
Great Waters Wealth Management
Minnesota
$1.03M -$22.8K -814 -2%
AWC
454
Adamsbrown Wealth Consultants
Kansas
$1.03M -$5.67K -202 -0.5%
AGWCA
455
Annis Gardner Whiting Capital Advisors
Florida
$1.03M +$288K +10,250 +39%
CS
456
Crescent Sterling
Louisiana
$1.02M -$88.4K -3,153 -8%
IWMA
457
Ironwood Wealth Management (Arizona)
Arizona
$1.02M -$185K -6,595 -15%
FC
458
Forte Capital
New York
$1.02M -$13.2K -470 -1%
CB
459
Commerce Bank
Missouri
$1.01M – – –
EWP
460
Elevation Wealth Partners
California
$1.01M +$365 +13 +0%
RW
461
Rede Wealth
Virginia
$1.01M +$84.2K +3,002 +9%
AAS
462
Avantax Advisory Services
Texas
$1.01M -$50.9K -1,814 -5%
SCM
463
SOL Capital Management
Maryland
$1.01M +$220K +7,842 +28%
Pathstone Holdings
464
Pathstone Holdings
New Jersey
$1M -$1.03M -36,775 -51%
GFG
465
Grantvest Financial Group
New Jersey
$1M -$27.2K -970 -3%
RWM
466
Rialto Wealth Management
New York
$1,000K +$421 +15 +0%
WOSD
467
WFA of San Diego
California
$992K +$992K +35,378 New
CWM
468
Chesapeake Wealth Management
Virginia
$984K -$10.5K -376 -1%
BMCM
469
Burns Matteson Capital Management
New York
$983K -$757 -27 -0.1%
TC
470
Tenret Company
Florida
$983K +$716K +25,512 +268%
GT
471
Greenleaf Trust
Michigan
$982K -$90K -3,208 -8%
CWM
472
Cornerstone Wealth Management
Missouri
$982K -$3.51K -125 -0.4%
ANTB
473
AMG National Trust Bank
Colorado
$972K – – –
RWP
474
RWA Wealth Partners
Massachusetts
$965K -$84K -2,994 -8%
FT
475
Fiduciary Trust
Massachusetts
$959K – – –
17 18
19
20 21