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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 %
SSB
651
Sandy Spring Bank
Maryland
$336K +$550 +21 +0.2%
SC
652
Scotia Capital
Ontario, Canada
$335K -$5.79K -221 -2%
GA
653
Goldstein Advisors
Wisconsin
$334K +$30.9K +1,181 +10%
PWMG
654
Prestige Wealth Management Group
New Jersey
$332K -$8.25K -315 -2%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$327K -$16.9K -645 -5%
SWM
656
Selective Wealth Management
Virginia
$327K -$317 -13 -0.1%
FFS
657
Flavin Financial Services
Florida
$325K +$34K +1,296 +12%
NAS
658
NWF Advisory Services
California
$321K +$321K +12,237 New
HIM
659
Harbour Investment Management
Washington
$319K – – –
HCA
660
Harbour Capital Advisors
Virginia
$318K – – –
TIP
661
Tandem Investment Partners
New Jersey
$317K -$3.3K -126 -1%
KJWM
662
Kiley Juergens Wealth Management
Washington
$314K +$42K +1,604 +15%
BB
663
Busey Bank
Illinois
$314K – – –
FWM
664
Fingerlakes Wealth Management
New York
$310K -$42.6K -1,627 -12%
RBCM
665
Raub Brock Capital Management
California
$310K +$1.91K +73 +0.6%
ACM
666
Armbruster Capital Management
New York
$309K – – –
G
667
Gainplan
Michigan
$309K +$66.5K +2,540 +27%
CAL
668
Capital Advisors Ltd
Ohio
$307K – – –
CIAS
669
Capital Investment Advisory Services
North Carolina
$306K +$2.96K +113 +1%
KWS
670
Keystone Wealth Services
California
$306K +$105 +4 +0%
GWAM
671
Guardian Wealth Advisors (Minnesota)
Minnesota
$305K +$4.95K +189 +2%
APA
672
Astoria Portfolio Advisors
New York
$304K +$304K +12,191 New
First Trust Advisors
673
First Trust Advisors
Illinois
$303K -$53.7K -2,049 -15%
NC
674
NewSquare Capital
Pennsylvania
$301K -$53.7K -2,049 -15%
EWM
675
Elmwood Wealth Management
California
$301K – – –
25 26
27
28 29