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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 %
HC
626
Hamilton Capital
Ohio
$383K – – –
PFP
627
Pinnacle Financial Partners
Tennessee
$383K +$255K +9,218 +201%
WPA
628
West Paces Advisors
Georgia
$381K – – –
P
629
&Partners
Tennessee
$375K -$76.7K -2,931 -17%
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$372K +$157K +6,836 +73%
ACA
631
Aspire Capital Advisors
Washington
$366K -$23.7K -905 -6%
Northern Trust
632
Northern Trust
Illinois
$365K -$66.1K -2,521 -15%
MIA
633
MeadowBrook Investment Advisors
Michigan
$363K – – –
EA
634
Enclave Advisors
Texas
$363K -$5.42K -207 -1%
KPWS
635
Kestra Private Wealth Services
Texas
$362K +$119K +4,550 +49%
Jane Street
636
Jane Street
New York
$361K -$640K -24,422 -64%
BI
637
Berkeley Inc
Idaho
$356K +$26 +1 +0%
GWANC
638
Guardian Wealth Advisors (North Carolina)
North Carolina
$354K -$8.46K -323 -2%
GCA
639
Genesee Capital Advisors
New York
$353K +$1.05K +40 +0.3%
Bank of Montreal
640
Bank of Montreal
Ontario, Canada
$349K -$12K -457 -3%
Comerica Bank
641
Comerica Bank
Texas
$347K -$629 -24 -0.2%
RWM
642
RBA Wealth Management
California
$345K +$2.86K +109 +0.8%
FCM
643
Firestone Capital Management
Florida
$344K +$681 +26 +0.2%
FRA
644
Frank Rimerman Advisors
California
$344K – – –
SCP
645
Stevens Capital Partners
Nebraska
$342K +$94.5K +3,606 +38%
FWP
646
Falcon Wealth Planning
California
$342K +$786 +30 +0.2%
AC
647
AlphaCore Capital
California
$341K +$7.47K +285 +2%
APW
648
Aurora Private Wealth
New Jersey
$340K -$146K -5,574 -30%
LAIC
649
Lederer & Associates Investment Counsel
California
$337K +$157 +6 +0%
Susquehanna International Group
650
Susquehanna International Group
Pennsylvania
$336K -$956K -36,475 -74%
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