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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 %
CFP
476
Cascade Financial Partners
California
$806K -$2.78K -106 -0.3%
FNBT
477
FineMark National Bank & Trust
Florida
$804K -$3.07K -117 -0.4%
PCM
478
Pennsylvania Capital Management
Pennsylvania
$801K -$32.8K -1,251 -4%
RWA
479
Redhawk Wealth Advisors
Minnesota
$800K +$22.6K +864 +3%
MA
480
Mutual Advisors
Nebraska
$799K -$2.92K -115 -0.4%
KWM
481
Kingsview Wealth Management
Oregon
$788K -$185K -7,042 -19%
SSWG
482
Seven Springs Wealth Group
Tennessee
$786K – – –
PFBT
483
Parkside Financial Bank & Trust
Missouri
$786K +$59.2K +2,259 +8%
EGM
484
Engineers Gate Manager
New York
$784K -$441K -16,831 -36%
OIS
485
Okabena Investment Services
Minnesota
$778K +$778K +29,712 New
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$775K -$335K -12,789 -30%
CG
487
Cynosure Group
Utah
$770K +$1.94K +74 +0.3%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$765K +$198K +7,561 +35%
DFG
489
Delta Financial Group
New Jersey
$764K -$32.3K -1,191 -4%
CPL
490
CAP Partners LLC
Tennessee
$763K -$2.2K -84 -0.3%
Bank of New York Mellon
491
Bank of New York Mellon
New York
$763K -$73.6K -2,808 -9%
NB
492
NBT Bank
New York
$754K +$110K +4,180 +17%
NWMG
493
National Wealth Management Group
Ohio
$752K -$72.9K -2,781 -9%
KF
494
K2 Financial
California
$741K +$40.8K +1,705 +6%
BWA
495
BlueChip Wealth Advisors
Georgia
$739K -$130K -4,964 -15%
RPGK
496
Retirement Planning Group (Kansas)
Kansas
$739K -$445 -17 -0.1%
WPC
497
Wedmont Private Capital
Pennsylvania
$737K +$146 +6 +0%
S
498
Sachetta
Massachusetts
$735K -$28K -1,068 -4%
SCM
499
SOL Capital Management
Maryland
$733K -$2.88K -110 -0.4%
AAG
500
Armstrong Advisory Group
Massachusetts
$733K – – –
18 19
20
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