SCHM icon

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 %
RWM
451
Rialto Wealth Management
New York
$934K -$188K -7,182 -17%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$931K -$329K -12,555 -26%
CWM
453
Chesapeake Wealth Management
Virginia
$929K -$1.31K -50 -0.1%
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$924K -$119K -4,550 -11%
CWM
455
Cornerstone Wealth Management
Missouri
$920K +$22.7K +867 +3%
BMCM
456
Burns Matteson Capital Management
New York
$919K +$2.38K +91 +0.3%
ANTB
457
AMG National Trust Bank
Colorado
$908K – – –
BIA
458
Bigelow Investment Advisors
Maine
$901K -$34.2K -1,304 -4%
FT
459
Fiduciary Trust
Massachusetts
$896K – – –
CPA
460
Clear Point Advisors
New York
$887K +$625 +24 +0.1%
PSF
461
Pacific Sun Financial
California
$885K -$1.57K -60 -0.2%
TFS
462
Thoroughbred Financial Services
Tennessee
$884K -$4.87K -186 -0.5%
HP
463
Hilltop Partners
Indiana
$882K -$24.3K -929 -3%
FPWM
464
Five Pine Wealth Management
Idaho
$876K -$86.6K -3,307 -9%
FPAS
465
Focus Partners Advisor Solutions
Missouri
$869K -$812 -31 -0.1%
RW
466
Rede Wealth
Virginia
$863K +$15.2K +582 +2%
RWB
467
RMR Wealth Builders
New Jersey
$860K +$27.2K +1,039 +3%
MCA
468
Midwest Capital Advisors
Michigan
$854K -$168K -6,403 -16%
SPC
469
Sigma Planning Corp
Michigan
$852K +$7.91K +302 +0.9%
EE
470
EWG Elevate
California
$852K -$5.13M -195,850 -86%
WMWM
471
Wilkins Miller Wealth Management
Alabama
$851K +$851K +32,467 New
RA
472
RFG Advisory
Alabama
$840K +$269K +10,251 +47%
AWS
473
Atria Wealth Solutions
New York
$830K -$35K -1,336 -4%
PGAM
474
Princeton Global Asset Management
New Jersey
$828K +$4.66K +178 +0.6%
SIMC
475
Squire Investment Management Company
Utah
$821K – – –
17 18
19
20 21