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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 %
NL
501
NWAM LLC
Washington
$848K +$77.2K +2,672 +10%
SSWG
502
Seven Springs Wealth Group
Tennessee
$842K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$842K – – –
OIS
504
Okabena Investment Services
Minnesota
$833K – – –
CG
505
Cynosure Group
Utah
$827K +$2.52K +90 +0.3%
AWS
506
Atria Wealth Solutions
New York
$823K -$73.2K -2,586 -8%
FNBT
507
FineMark National Bank & Trust
Florida
$822K -$38.6K -1,377 -4%
BL
508
BCWM LLC
Kansas
$820K +$87.6K +3,124 +12%
WPA
509
West Paces Advisors
Georgia
$818K +$409K +14,597 +100%
Bank of New York Mellon
510
Bank of New York Mellon
New York
$817K +$561 +20 +0.1%
AWE
511
Avidian Wealth Enterprises
Texas
$814K -$1.9M -67,780 -70%
NB
512
NBT Bank
New York
$806K -$1.68K -60 -0.2%
CPL
513
CAP Partners LLC
Tennessee
$803K -$14.1K -501 -2%
SEM
514
Strategic Equity Management
Arizona
$801K -$518K -18,455 -39%
S
515
Sachetta
Massachusetts
$787K +$84 +3 +0%
BWA
516
BlueChip Wealth Advisors
Georgia
$786K -$5.72K -204 -0.7%
MCA
517
Midwest Capital Advisors
Michigan
$777K -$137K -4,875 -15%
DAS
518
Diversify Advisory Services
Utah
$775K +$105K +3,643 +16%
RPGK
519
Retirement Planning Group (Kansas)
Kansas
$765K -$25.9K -923 -3%
PFS
520
Prospera Financial Services
Texas
$759K +$241K +8,600 +47%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$758K -$71.8K -2,560 -9%
Lido Advisors
522
Lido Advisors
California
$756K -$2.76M -98,488 -79%
OBWG
523
Onyx Bridge Wealth Group
New York
$753K +$2.64K +94 +0.4%
RMF
524
Red Mountain Financial
Colorado
$752K -$3.79K -135 -0.5%
AA
525
Alesco Advisors
New York
$751K +$67.6K +2,411 +10%
19 20
21
22 23