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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

900 hedge funds and large institutions have $7.27B 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, 381 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-20
Holders Change %
-2.17%
% of All Funds
12.23%
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
381
Closed
52
Calls
$1.19M
Puts
$143K
Net Calls
+$1.05M
Net Calls Change
+$669K

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$191M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$232M
3
WA
3
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B
2
RWM
2
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
4
Ameriprise
Minnesota
$47.7M
5
OIA
5
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$40.7M +$997K +38,037 +3%
DC
27
Davenport & Co
Virginia
$40.4M +$2.23M +85,195 +6%
AWMS
28
Advocacy Wealth Management Services
Georgia
$39.3M -$4.37M -166,877 -10%
BBA
29
BLB&B Advisors
Pennsylvania
$36.4M -$305K -11,649 -0.8%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$34.6M +$25.7M +979,845 +287%
EWA
31
Exencial Wealth Advisors
Oklahoma
$32.6M +$3.5M +133,676 +12%
SAM
32
Summit Asset Management
Tennessee
$32.5M +$323K +12,346 +1%
EGWAG
33
Elwood & Goetz Wealth Advisory Group
Georgia
$28.4M +$608K +23,223 +2%
MAG
34
Mokosak Advisory Group
Iowa
$27.5M +$562K +21,435 +2%
Bank of America
35
Bank of America
North Carolina
$27.3M +$3.88M +148,187 +17%
SFG
36
Sage Financial Group
Pennsylvania
$25.4M +$3.58M +136,527 +16%
CRC
37
Curi RMB Capital
Illinois
$24.4M -$2.48M -94,792 -9%
DAS
38
Dynamic Advisor Solutions
Arizona
$24.2M +$24.2M +923,532 New
RWM
39
RKL Wealth Management
Pennsylvania
$23.6M -$14.9M -570,375 -39%
HNW
40
High Note Wealth
Minnesota
$22.2M +$618K +23,604 +3%
MWM
41
Modera Wealth Management
New Jersey
$22M -$1.83M -69,881 -8%
OIA
42
OneDigital Investment Advisors
Kansas
$21.8M -$5.32M -202,957 -20%
NFG
43
Northeast Financial Group
Pennsylvania
$21.5M +$1.14M +43,415 +6%
IA
44
IFP Advisors
Florida
$20.2M +$56.2K +2,144 +0.3%
CPIG
45
Chicago Partners Investment Group
Illinois
$19M +$1.9M +72,661 +11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$18.3M +$748K +28,566 +4%
MCM
47
MAI Capital Management
Ohio
$18M +$827K +31,563 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$17.8M -$636K -24,279 -3%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$17.5M +$623K +23,773 +4%
SIC
50
Salem Investment Counselors
North Carolina
$17.5M -$190K -7,241 -1%
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