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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 %
BB
676
Busey Bank
Illinois
$336K – – –
CCB
677
Country Club Bank
Missouri
$335K -$83.9K -3,000 -20%
GWAM
678
Guardian Wealth Advisors (Minnesota)
Minnesota
$335K +$8.92K +318 +3%
ACM
679
Armbruster Capital Management
New York
$334K +$3.51K +125 +1%
TWM
680
Triton Wealth Management
Arizona
$333K +$333K +11,523 New
FWM
681
Fingerlakes Wealth Management
New York
$333K +$1.21K +43 +0.4%
RBCM
682
Raub Brock Capital Management
California
$333K +$1.21K +43 +0.4%
KFSN
683
Keystone Financial Services (Nebraska)
Nebraska
$331K +$35.6K +1,270 +12%
M
684
MOTCO
Texas
$330K +$272K +9,513 +468%
BWA
685
Beam Wealth Advisors
Louisiana
$329K +$329K +11,739 New
PWMG
686
Prestige Wealth Management Group
New Jersey
$329K -$26.1K -930 -7%
CAL
687
Capital Advisors Ltd
Ohio
$329K – – –
KWS
688
Keystone Wealth Services
California
$328K +$140 +5 +0%
PMSA
689
Patrick M. Sweeney & Associates
Illinois
$327K +$15.1K +526 +5%
XPN
690
XY Planning Network
Montana
$327K +$30.2K +1,077 +10%
PWM
691
Praetorian Wealth Management
California
$326K +$14.9K +532 +5%
EWM
692
Elmwood Wealth Management
California
$322K +$28 +1 +0%
Comerica Bank
693
Comerica Bank
Texas
$321K -$51K -1,817 -14%
KFS
694
Kaizen Financial Strategies
California
$319K +$1.15K +41 +0.4%
AA
695
Ancora Advisors
Ohio
$318K +$48.7K +1,737 +18%
HCMT
696
Highland Capital Management (Tennessee)
Tennessee
$314K – – –
CBA
697
Coastal Bridge Advisors
Connecticut
$313K +$84 +3 +0%
BlackRock
698
BlackRock
New York
$312K -$393 -14 -0.1%
RWM
699
RMG Wealth Management
Wisconsin
$310K +$310K +10,780 New
AFA
700
American Financial Advisors
Georgia
$307K +$2.08K +74 +0.7%
26 27
28
29 30