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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

925 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, 329 increasing their positions, 383 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.4%
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
329
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 %
CAM
576
Cozad Asset Management
Illinois
$572K – – –
CNFG
577
Creegan & Nassoura Financial Group
New Hampshire
$571K – – –
SPIA
578
Steward Partners Investment Advisory
New York
$563K -$11.2K -400 -2%
WSWA
579
Warren Street Wealth Advisors
California
$559K -$10.5K -374 -2%
PI
580
PFG Investments
New York
$555K +$123K +4,391 +29%
VC
581
Vicus Capital
Pennsylvania
$552K -$8.3K -296 -1%
RFA
582
Resurgent Financial Advisors
Georgia
$549K +$75.4K +2,687 +16%
SCM
583
Stordahl Capital Management
Colorado
$546K -$4.57K -163 -0.8%
MT
584
Midwest Trust
Kansas
$545K +$545K +19,415 New
CIA
585
Compass Ion Advisors
Pennsylvania
$542K -$111K -3,957 -17%
AC
586
AlphaCore Capital
California
$539K +$174K +6,188 +47%
PWM
587
Parkshore Wealth Management
California
$537K -$37.7K -1,345 -7%
SPL
588
Smart Portfolios LLC
Washington
$531K +$21.5K +765 +4%
MWM
589
Mission Wealth Management
California
$524K +$1.15K +41 +0.2%
TCM
590
Twele Capital Management
Minnesota
$523K +$4.63K +165 +0.9%
HTC
591
Haverford Trust Company
Pennsylvania
$520K – – –
APSI
592
Asset Planning Services Inc
Louisiana
$520K -$5.48K -195 -1%
CA
593
CWC Advisors
Oregon
$518K -$1.54K -55 -0.3%
JIR
594
James Investment Research
Ohio
$518K +$42K +1,496 +9%
DI
595
Diligent Investors
California
$516K – – –
TPCW
596
TD Private Client Wealth
New York
$510K -$198K -7,044 -28%
PI
597
Pachira Investments
California
$509K +$3.34K +119 +0.7%
CFG
598
Chapman Financial Group
Hawaii
$508K +$508K +18,100 New
OPWM
599
Oakwell Private Wealth Management
Texas
$507K – – –
RZH
600
Relyea Zuckerberg Hanson
Connecticut
$505K -$180K -6,424 -26%
22 23
24
25 26