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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 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 78 funds opening new positions, 328 increasing their positions, 382 reducing their positions, and 39 closing their positions.

Holders
921
Holders Change
+21
Holders Change %
+2.33%
% of All Funds
12.37%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
78
Increased
328
Reduced
382
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.69B
3
AA
3
Advisory Alpha
Michigan
$235M
4
Creative Planning
4
Creative Planning
Kansas
$830M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
3
Davenport & Co
Virginia
$11.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
5
Cerity Partners
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$37.5M 1,337,235 +16,413 +1%
Corient Private Wealth
27
Corient Private Wealth
Florida
$36.2M 1,289,510 +637,571 +98%
EWA
28
Exencial Wealth Advisors
Oklahoma
$36.2M 1,289,997 +47,004 +4%
BBA
29
BLB&B Advisors
Pennsylvania
$35M 1,247,966 -139,885 -10%
SAM
30
Summit Asset Management
Tennessee
$34.9M 1,244,807 +2,619 +0.2%
MAG
31
Mokosak Advisory Group
Iowa
$30.3M 1,079,465 +28,466 +3%
EGWAG
32
Elwood & Goetz Wealth Advisory Group
Georgia
$28.8M 1,026,491 -57,495 -5%
DAS
33
Dynamic Advisor Solutions
Arizona
$26.9M 959,860 +36,328 +4%
SFG
34
Sage Financial Group
Pennsylvania
$26.7M 950,167 -18,160 -2%
UBS Group
35
UBS Group
Switzerland
$26.5M 946,333 -4,202,003 -82%
CRC
36
Curi RMB Capital
Illinois
$25.7M 916,099 -16,013 -2%
Bank of America
37
Bank of America
North Carolina
$25.3M 902,583 -138,696 -13%
HNW
38
High Note Wealth
Minnesota
$23.8M 849,087 +1,791 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$23.8M 848,323 +168,203 +25%
NFG
40
Northeast Financial Group
Pennsylvania
$23.7M 843,993 +23,326 +3%
RWM
41
RKL Wealth Management
Pennsylvania
$23.3M 831,548 -68,917 -8%
CPIG
42
Chicago Partners Investment Group
Illinois
$22.7M 780,586 +53,709 +7%
MWM
43
Modera Wealth Management
New Jersey
$22.2M 792,760 -48,653 -6%
IA
44
IFP Advisors
Florida
$22M 784,723 +12,871 +2%
OIA
45
OneDigital Investment Advisors
Kansas
$22M 782,977 -48,427 -6%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$19.4M 691,444 +22,720 +3%
LFS
47
Lutz Financial Services
Nebraska
$19.3M 688,642 +141,958 +26%
CAG
48
Compass Advisory Group
New York
$19.1M 681,674 +30,686 +5%
NFW
49
Noble Family Wealth
Florida
$19M 677,169 +54,801 +9%
BAM
50
Berkshire Asset Management
Pennsylvania
$18.4M 655,207 +364 +0.1%
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