SCHM icon

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 %
FAG
501
Fortitude Advisory Group
Washington
$728K +$3.09K +127 +0.4%
GFA
502
Gallagher Fiduciary Advisors
Illinois
$728K +$17.4K +666 +2%
RMF
503
Red Mountain Financial
Colorado
$706K -$6.66K -254 -0.9%
WI
504
Westbourne Investments
Virginia
$706K -$7.6K -290 -1%
OBWG
505
Onyx Bridge Wealth Group
New York
$701K -$84.7K -3,234 -11%
EFM
506
Eley Financial Management
Vermont
$701K +$4.13K +157 +0.6%
NL
507
NWAM LLC
Washington
$699K +$33.3K +1,270 +5%
MA
508
MCF Advisors
Kentucky
$697K -$200K -7,638 -22%
YIA
509
YHB Investment Advisors
Connecticut
$695K +$7.21K +275 +1%
CW
510
Cooksen Wealth
Texas
$690K -$1.1M -13,550 -62%
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$689K +$59K +2,250 +9%
TAM
512
Townsend Asset Management
North Carolina
$688K +$996 +38 +0.1%
GG
513
Greenwood Gearhart
Arkansas
$688K -$322K -12,281 -32%
WPW
514
Watershed Private Wealth
Illinois
$687K – – –
BL
515
BCWM LLC
Kansas
$684K +$8.7K +332 +1%
PAM
516
Pegasus Asset Management
New York
$678K +$50.7K +1,936 +8%
SIC
517
Sigma Investment Counselors
Michigan
$677K -$393K -14,988 -37%
PA
518
Planning Alternatives
Michigan
$668K -$4.38K -167 -0.7%
JCFM
519
JBR Co Financial Management
Oklahoma
$667K +$9.04K +345 +1%
SAG
520
SageView Advisory Group
California
$666K -$35.3K -1,349 -5%
TPCW
521
TD Private Client Wealth
New York
$661K +$39K +1,488 +6%
HA
522
Harfst & Associates
Wyoming
$656K -$3.49K -133 -0.5%
Brown Advisory
523
Brown Advisory
Maryland
$651K +$78.7K +3,004 +14%
JF
524
Joule Financial
Kentucky
$649K +$4.77K +182 +0.7%
TWM
525
Thrive Wealth Management
Pennsylvania
$646K +$365K +13,941 +130%
19 20
21
22 23