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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 %
CA
576
CWC Advisors
Oregon
$485K -$1.36K -52 -0.3%
TCM
577
Twele Capital Management
Minnesota
$484K +$341 +13 +0.1%
PFS
578
Prospera Financial Services
Texas
$484K -$1.42K -54 -0.3%
DI
579
Diligent Investors
California
$482K -$401K -15,300 -45%
GJIA
580
Glass Jacobson Investment Advisors
Maryland
$481K – – –
Millennium Management
581
Millennium Management
New York
$480K -$909K -34,704 -65%
LFAS
582
Level Four Advisory Services
Texas
$479K +$3.51K +134 +0.7%
MS
583
Madden Securities
Texas
$477K -$57.3K -2,188 -11%
FRA
584
Front Row Advisors
California
$476K -$14.1K -540 -3%
SPL
585
Smart Portfolios LLC
Washington
$476K -$524 -20 -0.1%
MCM
586
Mendel Capital Management
Arkansas
$475K -$2.12K -81 -0.4%
OPWM
587
Oakwell Private Wealth Management
Texas
$473K – – –
PI
588
Pachira Investments
California
$471K – – –
SWP
589
Stratos Wealth Partners
Ohio
$470K +$30.6K +1,168 +7%
SWM
590
Spire Wealth Management
Virginia
$465K -$21.1K -806 -4%
EFA
591
Evernest Financial Advisors
Indiana
$462K +$1.36K +52 +0.3%
WCF
592
West Coast Financial
California
$456K – – –
BFG
593
Berger Financial Group
Minnesota
$455K -$156K -5,938 -25%
William Blair & Company
594
William Blair & Company
Illinois
$451K -$6.24K -238 -1%
HT
595
Heritage Trust
Oklahoma
$448K – – –
PL
596
Plancorp LLC
Missouri
$448K +$66.5K +2,537 +17%
WF
597
Whelan Financial
California
$447K -$231K -8,821 -34%
PCM
598
Parsons Capital Management
Rhode Island
$447K -$38.4K -1,465 -8%
MWA
599
Motive Wealth Advisors
Michigan
$445K -$485K -18,516 -52%
JIR
600
James Investment Research
Ohio
$445K +$76.4K +2,917 +21%
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24
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