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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 %
KFS
676
Kaizen Financial Strategies
California
$297K +$891 +34 +0.3%
WIA
677
World Investment Advisors
California
$296K -$285K -10,865 -49%
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$293K +$72.7K +2,775 +33%
CBA
679
Coastal Bridge Advisors
Connecticut
$293K +$293K +11,164 New
BlackRock
680
BlackRock
New York
$292K +$178K +6,811 +158%
DWM
681
David Wealth Management
Virginia
$291K +$5.69K +217 +2%
PWM
682
Praetorian Wealth Management
California
$290K -$1.89K -72 -0.6%
TWP
683
Total Wealth Planning
Ohio
$288K -$4.4K -168 -2%
CF
684
Centaurus Financial
California
$286K +$4.89K +187 +2%
PIM
685
Penobscot Investment Management
Massachusetts
$285K – – –
PMSA
686
Patrick M. Sweeney & Associates
Illinois
$285K +$26 +1 +0%
AFA
687
American Financial Advisors
Georgia
$284K -$5.87K -224 -2%
XPN
688
XY Planning Network
Montana
$277K +$1.94K +74 +0.7%
VCA
689
Verdence Capital Advisors
Maryland
$277K -$48.2K -1,840 -15%
HL
690
HeadInvest LLC
Maine
$277K – – –
SIS
691
Strategic Investment Solutions
Illinois
$276K -$5.27K -201 -2%
KFSN
692
Keystone Financial Services (Nebraska)
Nebraska
$276K +$276K +10,524 New
OIA
693
Optimum Investment Advisors
Illinois
$275K +$3.96K +151 +1%
ACM
694
Argent Capital Management
Missouri
$271K +$271K +10,325 New
AO
695
Advisor OS
Illinois
$270K +$8.04K +307 +3%
KWM
696
KMT Wealth Management
California
$267K +$267K +10,179 New
PAMG
697
Patton Albertson Miller Group
Tennessee
$265K -$28.8K -1,100 -10%
OPA
698
Old Port Advisors
Maine
$265K -$4.56K -174 -2%
HIP
699
HUB Investment Partners
Texas
$263K -$18.2K -694 -6%
MPW
700
Magnolia Private Wealth
Pennsylvania
$260K – – –
26 27
28
29 30