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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 %
FC
551
Financial Consulate
Maryland
$560K +$498 +19 +0.1%
FIA
552
Foundations Investment Advisors
Arizona
$557K +$332K +12,654 +147%
MF
553
Meridian Financial
Massachusetts
$553K -$15.1K -578 -3%
PRS
554
Pinkerton Retirement Specialists
Idaho
$553K -$2.59K -99 -0.5%
SIA
555
SeaBridge Investment Advisors
New Jersey
$548K +$367 +14 +0.1%
AGA
556
Arkos Global Advisors
Texas
$545K – – –
AC
557
Apella Capital
Connecticut
$544K -$7.08K -282 -1%
LF
558
LifePlan Financial
Minnesota
$544K -$39.5K -1,507 -7%
SQA
559
Simon Quick Advisors
New Jersey
$542K -$5.79K -221 -1%
EWM
560
Empirical Wealth Management
Washington
$540K +$236K +9,022 +78%
PWM
561
Parkshore Wealth Management
California
$537K +$183 +7 +0%
SPIA
562
Steward Partners Investment Advisory
New York
$537K -$50.2K -1,915 -9%
KAS
563
KPP Advisory Services
Kentucky
$535K +$31.6K +1,205 +6%
CAM
564
Cozad Asset Management
Illinois
$534K – – –
CNFG
565
Creegan & Nassoura Financial Group
New Hampshire
$533K – – –
WSWA
566
Warren Street Wealth Advisors
California
$532K +$34.4K +1,314 +7%
HNB
567
Huntington National Bank
Ohio
$529K -$455K – –
VC
568
Vicus Capital
Pennsylvania
$524K +$1.36K +52 +0.3%
WDL
569
Well Done LLC
Michigan
$515K +$344K +12,400 +200%
SCM
570
Stordahl Capital Management
Colorado
$515K – – –
FCI
571
Financial Counselors Inc
Kansas
$507K +$1.65K +63 +0.3%
SAM
572
Smartleaf Asset Management
Massachusetts
$505K +$427K +16,314 +545%
APSI
573
Asset Planning Services Inc
Louisiana
$490K – – –
MWM
574
Mission Wealth Management
California
$489K +$240K +9,159 +97%
HTC
575
Haverford Trust Company
Pennsylvania
$486K – – –
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23
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