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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 %
RZH
601
Relyea Zuckerberg Hanson
Connecticut
$505K -$180K -6,424 -26%
SWP
602
Stratos Wealth Partners
Ohio
$504K +$365 +13 +0.1%
MS
603
Madden Securities
Texas
$503K -$8.56K -305 -2%
HWA
604
Heartwood Wealth Advisors
Virginia
$501K +$501K +17,859 New
LFAS
605
Level Four Advisory Services
Texas
$501K -$12.5K -445 -2%
PB
606
Pinnacle Bancorp
Nebraska
$500K +$89.6K +3,194 +22%
QCM
607
Quantinno Capital Management
New York
$497K +$276K +9,822 +124%
MCM
608
Mendel Capital Management
Arkansas
$493K -$16.1K -575 -3%
CAG
609
Curtis Advisory Group
California
$492K +$60.9K +2,170 +14%
FRA
610
Front Row Advisors
California
$485K -$25.2K -900 -5%
PL
611
Plancorp LLC
Missouri
$480K +$224 +8 +0%
HT
612
Heritage Trust
Oklahoma
$480K – – –
YIH
613
Y-Intercept (HK)
Hong Kong
$478K +$478K +17,037 New
MWA
614
Motive Wealth Advisors
Michigan
$476K – – –
PPWM
615
Perissos Private Wealth Management
Oklahoma
$473K +$449 +16 +0.1%
WF
616
Whelan Financial
California
$470K -$9.29K -331 -2%
IPWA
617
International Private Wealth Advisors
California
$467K – – –
ETC
618
Exchange Traded Concepts
Oklahoma
$464K +$464K +16,555 New
PCM
619
Parsons Capital Management
Rhode Island
$464K -$13.9K -495 -3%
CWM
620
Castle Wealth Management
Florida
$462K -$6.73K -240 -1%
GG
621
Greenwood Gearhart
Arkansas
$460K -$277K -9,864 -38%
BFG
622
Berger Financial Group
Minnesota
$457K -$30.1K -1,073 -6%
AWM
623
AE Wealth Management
Kansas
$457K +$236K +8,401 +107%
DWM
624
David Wealth Management
Virginia
$451K +$140K +4,978 +45%
SWM
625
Spire Wealth Management
Virginia
$450K -$47.9K -1,707 -10%
23 24
25
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