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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 %
SC
476
SouthState Corp
Florida
$958K -$42.9K -1,528 -4%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$954K +$23.8K +850 +3%
KF
478
K2 Financial
California
$946K +$72.6K +2,574 +8%
PGAM
479
Princeton Global Asset Management
New Jersey
$943K +$56.4K +2,011 +6%
PSF
480
Pacific Sun Financial
California
$942K -$5.61K -200 -0.6%
SIMC
481
Squire Investment Management Company
Utah
$930K +$51K +1,818 +6%
FPWM
482
Five Pine Wealth Management
Idaho
$930K -$7.69K -274 -0.8%
HP
483
Hilltop Partners
Indiana
$923K -$20.6K -734 -2%
BIA
484
Bigelow Investment Advisors
Maine
$921K -$44K -1,568 -5%
CFP
485
Cascade Financial Partners
California
$909K +$46.1K +1,642 +5%
WMWM
486
Wilkins Miller Wealth Management
Alabama
$909K -$1.68K -60 -0.2%
MA
487
Mutual Advisors
Nebraska
$906K -$9.49K -326 -1%
APW
488
Aurora Private Wealth
New Jersey
$895K +$531K +18,944 +146%
TFS
489
Thoroughbred Financial Services
Tennessee
$894K -$51.6K -1,842 -5%
LTL
490
Lowery Thomas LLC
California
$892K -$359K -12,806 -29%
SPC
491
Sigma Planning Corp
Michigan
$890K -$23.1K -822 -3%
FAG
492
Fortitude Advisory Group
Washington
$888K +$47.5K +1,692 +6%
CPA
493
Clear Point Advisors
New York
$883K -$72.1K -2,569 -8%
EE
494
EWG Elevate
California
$880K -$32.2K -1,148 -4%
SWM
495
Silverlake Wealth Management
Vermont
$876K +$876K +31,222 New
PCM
496
Pennsylvania Capital Management
Pennsylvania
$873K +$16K +570 +2%
WPC
497
Wedmont Private Capital
Pennsylvania
$867K – – –
BJL
498
Brighton Jones LLC
Washington
$861K +$220K +7,853 +34%
RWA
499
Redhawk Wealth Advisors
Minnesota
$855K -$1.26K -45 -0.1%
KWM
500
Kingsview Wealth Management
Oregon
$852K +$9.2K +328 +1%
18 19
20
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