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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 %
RFA
601
Resurgent Financial Advisors
Georgia
$443K +$66.7K +2,544 +18%
PPWM
602
Perissos Private Wealth Management
Oklahoma
$441K +$341 +13 +0.1%
CWM
603
Castle Wealth Management
Florida
$438K -$917 -35 -0.2%
IPWA
604
International Private Wealth Advisors
California
$437K – – –
FC
605
FCA Corp
Texas
$431K -$10.2K -391 -2%
IAA
606
Independent Advisor Alliance
North Carolina
$425K -$2.39M -91,365 -85%
PTC
607
Private Trust Company
Ohio
$417K -$12.2K -466 -3%
MCP
608
Mirador Capital Partners
California
$417K +$4.38K +167 +1%
PCM
609
Park Capital Management
Wisconsin
$404K -$30.8K -1,174 -7%
PI
610
PFG Investments
New York
$404K +$2.73K +104 +0.7%
CAG
611
Curtis Advisory Group
California
$403K +$236 +9 +0.1%
TFP
612
Tilia Fiduciary Partners
North Carolina
$400K +$9.09K +347 +2%
M&T Bank
613
M&T Bank
New York
$400K – – –
BW
614
BIP Wealth
Georgia
$399K +$4.87K +186 +1%
MWM
615
MBE Wealth Management
Wisconsin
$395K -$5.27K -201 -1%
HWP
616
Heritage Wealth Partners
Ohio
$393K +$1.18K +45 +0.3%
BAM
617
Bosun Asset Management
Illinois
$393K – – –
AIM
618
Acropolis Investment Management
Missouri
$393K – – –
CCB
619
Country Club Bank
Missouri
$393K – – –
LCM
620
Liberty Capital Management
Michigan
$390K +$163K +6,231 +72%
AWG
621
Altus Wealth Group
Colorado
$390K -$3.05M -116,518 -89%
MCM
622
Mitchell Capital Management
Kansas
$390K -$5.03K -192 -1%
CIS
623
Continental Investors Services
Washington
$389K +$32.3K +1,234 +9%
PWM
624
Paulson Wealth Management
Illinois
$387K -$530K -20,212 -58%
PB
625
Pinnacle Bancorp
Nebraska
$383K – – –
23 24
25
26 27