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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
12.41%
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
$288M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.69B
3
AA
Advisory Alpha
Michigan
$235M
4
Creative Planning
Creative Planning
Kansas
$830M
5
Corient Private Wealth
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
Davenport & Co
Virginia
$11.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
Cerity Partners
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
651
Advyzon Investment Management
Illinois
$381K +$381K +13,581 New
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$380K +$589 +21 +0.2%
RWM
653
RBA Wealth Management
California
$379K +$9.87K +352 +3%
GCA
654
Genesee Capital Advisors
New York
$379K +$1.37K +49 +0.4%
MWM
655
MBE Wealth Management
Wisconsin
$371K -$51.5K -1,836 -12%
PWM
656
Paulson Wealth Management
Illinois
$371K -$43.6K -1,555 -11%
FCM
657
Firestone Capital Management
Florida
$370K +$870 +31 +0.2%
FRA
658
Frank Rimerman Advisors
California
$368K – – –
FWP
659
Falcon Wealth Planning
California
$367K +$1.04K +37 +0.3%
MCM
660
Mitchell Capital Management
Kansas
$365K -$63.5K -2,209 -15%
GA
661
Goldstein Advisors
Wisconsin
$365K +$6.65K +237 +2%
HCA
662
Harbour Capital Advisors
Virginia
$364K – – –
LAIC
663
Lederer & Associates Investment Counsel
California
$361K +$140 +5 +0%
EWM
664
Empirical Wealth Management
Washington
$360K -$219K -7,800 -38%
BI
665
Berkeley Inc
Idaho
$356K -$25.2K -899 -7%
LKIM
666
Lawson Kroeker Investment Management
Nebraska
$353K +$353K +12,572 New
SAW
667
Signal Advisors Wealth
Michigan
$349K -$2.41M -86,094 -87%
SWM
668
Selective Wealth Management
Virginia
$346K -$38.9K -1,356 -10%
KPWS
669
Kestra Private Wealth Services
Texas
$342K -$46K -1,641 -12%
CIAS
670
Capital Investment Advisory Services
North Carolina
$341K +$13.4K +479 +4%
HIM
671
Harbour Investment Management
Washington
$341K – – –
BCI
672
Brinker Capital Investments
Pennsylvania
$341K +$72.1K +2,572 +27%
TIP
673
Tandem Investment Partners
New Jersey
$340K +$168 +6 +0%
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$339K -$11.6K -415 -3%
KJWM
675
Kiley Juergens Wealth Management
Washington
$337K +$337 +12 +0.1%
25 26
27
28 29