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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 %
MA
526
Modus Advisors
Minnesota
$644K -$183 -7 -0%
SIM
527
Sims Investment Management
Ohio
$643K +$643K +24,525 New
RZH
528
Relyea Zuckerberg Hanson
Connecticut
$640K +$1.89K +72 +0.3%
AA
529
Alesco Advisors
New York
$638K +$84.9K +3,241 +15%
CG
530
Caprock Group
Idaho
$636K -$63.7K -2,431 -9%
SWA
531
Stratos Wealth Advisors
Ohio
$632K -$101K -3,867 -14%
AWM
532
Arista Wealth Management
Nevada
$630K – – –
TA
533
TPG Advisors
Illinois
$627K -$7.47K -285 -1%
PS
534
Principal Securities
Iowa
$627K +$1.33K +48 +0.2%
NA
535
Nautilus Advisors
California
$622K -$23.6K -899 -4%
EWM
536
Evermay Wealth Management
Virginia
$611K -$1.18K -45 -0.2%
CIA
537
Compass Ion Advisors
Pennsylvania
$610K -$241K -9,196 -28%
CHA
538
Cooper/Haims Advisors
New York
$607K +$3.33K +127 +0.6%
BJL
539
Brighton Jones LLC
Washington
$598K -$11.8K -452 -2%
AIM
540
Aspen Investment Management
Michigan
$598K +$969 +37 +0.2%
DAS
541
Diversify Advisory Services
Utah
$596K +$5.95K +232 +1%
SF
542
Synovus Financial
Georgia
$594K +$1.47K +56 +0.2%
VF
543
Vestment Financial
Minnesota
$586K -$53 -2 -0%
WBCM
544
Wilson & Boucher Capital Management
California
$584K -$134K -5,100 -19%
BFO
545
Biltmore Family Office
North Carolina
$577K – – –
HI
546
Hendershot Investments
Virginia
$575K +$9.25K +353 +2%
GC
547
Grimes & Company
Massachusetts
$573K +$21.7K +828 +4%
EI
548
eCIO Inc
Wisconsin
$566K +$566K +21,616 New
RA
549
Ruggaard & Associates
Ohio
$562K -$9.17K -350 -2%
CWA
550
Continuum Wealth Advisors
New York
$561K -$63.3K -2,417 -10%
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