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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 %
GFA
526
Gallagher Fiduciary Advisors
Illinois
$747K -$31.8K -1,134 -4%
YIA
527
YHB Investment Advisors
Connecticut
$742K -$1.35K -48 -0.2%
AAG
528
Armstrong Advisory Group
Massachusetts
$742K – – –
TAM
529
Townsend Asset Management
North Carolina
$737K +$196 +7 +0%
WPW
530
Watershed Private Wealth
Illinois
$735K – – –
AAS
531
Ameritas Advisory Services
Nebraska
$726K -$2.05M -72,999 -74%
SCP
532
Stevens Capital Partners
Nebraska
$723K +$352K +12,360 +95%
Millennium Management
533
Millennium Management
New York
$723K +$208K +7,424 +40%
PAM
534
Pegasus Asset Management
New York
$722K -$3.79K -135 -0.5%
EFM
535
Eley Financial Management
Vermont
$721K -$26.3K -936 -4%
PA
536
Planning Alternatives
Michigan
$710K -$4.99K -178 -0.7%
JCFM
537
JBR Co Financial Management
Oklahoma
$707K -$7.15K -255 -1%
SAG
538
SageView Advisory Group
California
$703K -$34.2K -1,177 -5%
HA
539
Harfst & Associates
Wyoming
$701K -$1.6K -57 -0.2%
FIA
540
Foundations Investment Advisors
Arizona
$701K +$104K +3,714 +17%
EWM
541
Evermay Wealth Management
Virginia
$699K +$44.4K +1,582 +7%
JF
542
Joule Financial
Kentucky
$698K +$3.37K +120 +0.5%
HNB
543
Huntington National Bank
Ohio
$694K -$529K – –
BAM
544
Belpointe Asset Management
Nevada
$693K +$693K +24,690 New
FCA
545
Fortis Capital Advisors
Kansas
$693K +$693K +24,690 New
WI
546
Westbourne Investments
Virginia
$691K -$64.5K -2,300 -9%
SIM
547
Sims Investment Management
Ohio
$688K – – –
MA
548
Modus Advisors
Minnesota
$683K -$7.01K -250 -1%
AWM
549
Arista Wealth Management
Nevada
$674K – – –
NA
550
Nautilus Advisors
California
$666K +$56 +2 +0%
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