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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 %
TA
551
TPG Advisors
Illinois
$664K -$6.73K -240 -1%
Brown Advisory
552
Brown Advisory
Maryland
$661K -$36.2K -1,290 -5%
CHA
553
Cooper/Haims Advisors
New York
$655K +$5.61K +200 +0.9%
SWA
554
Stratos Wealth Advisors
Ohio
$653K -$23.5K -838 -3%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$642K -$176K -6,278 -22%
SF
556
Synovus Financial
Georgia
$636K +$140 +5 +0%
HI
557
Hendershot Investments
Virginia
$635K +$19.6K +697 +3%
BFO
558
Biltmore Family Office
North Carolina
$617K – – –
WBCM
559
Wilson & Boucher Capital Management
California
$617K -$8.42K -300 -1%
AC
560
Apella Capital
Connecticut
$617K – – –
CW
561
Cooksen Wealth
Texas
$612K +$375K +13,363 +158%
AIM
562
Aspen Investment Management
Michigan
$612K -$28.4K -1,011 -4%
VF
563
Vestment Financial
Minnesota
$612K -$19.2K -675 -3%
RA
564
RFG Advisory
Alabama
$611K -$288K -10,266 -32%
GC
565
Grimes & Company
Massachusetts
$609K -$3.73K -133 -0.6%
PS
566
Principal Securities
Iowa
$608K -$25.9K -925 -4%
AUB
567
Atlantic Union Bankshares
Virginia
$598K +$598K +21,304 New
LF
568
LifePlan Financial
Minnesota
$595K +$13.2K +470 +2%
PRS
569
Pinkerton Retirement Specialists
Idaho
$592K +$617 +22 +0.1%
SIA
570
SeaBridge Investment Advisors
New Jersey
$587K +$477 +17 +0.1%
RA
571
Ruggaard & Associates
Ohio
$584K -$17.6K -627 -3%
AGA
572
Arkos Global Advisors
Texas
$583K +$168 +6 +0%
KAS
573
KPP Advisory Services
Kentucky
$582K +$9.4K +335 +2%
SQA
574
Simon Quick Advisors
New Jersey
$582K +$1.07K +38 +0.2%
EFA
575
Evernest Financial Advisors
Indiana
$580K +$85.9K +3,061 +17%
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