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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 %
CF
701
Centaurus Financial
California
$300K -$6.36K -227 -2%
VCA
702
Verdence Capital Advisors
Maryland
$298K +$1.57K +56 +0.5%
HL
703
HeadInvest LLC
Maine
$296K – – –
RBC
704
Romano Brothers & Co
Illinois
$294K +$294K +10,495 New
OIA
705
Optimum Investment Advisors
Illinois
$294K -$645 -23 -0.2%
AO
706
Advisor OS
Illinois
$288K -$1.54K -55 -0.5%
SIS
707
Strategic Investment Solutions
Illinois
$287K -$8.44K -301 -3%
BW
708
Balance Wealth
Ohio
$286K +$286K +10,197 New
KWM
709
KMT Wealth Management
California
$286K – – –
TWP
710
Total Wealth Planning
Ohio
$285K -$23.5K -837 -8%
PAMG
711
Patton Albertson Miller Group
Tennessee
$284K – – –
OPA
712
Old Port Advisors
Maine
$283K -$813 -29 -0.3%
CA
713
Calton & Associates
Florida
$282K +$282K +10,064 New
CTA
714
Colonial Trust Advisors
South Carolina
$278K – – –
PIM
715
Penobscot Investment Management
Massachusetts
$275K -$30K -1,070 -10%
ACA
716
Ascension Capital Advisors
Texas
$275K – – –
HIP
717
HUB Investment Partners
Texas
$272K -$9.29K -331 -3%
EAM
718
Everstar Asset Management
North Carolina
$271K – – –
DCM
719
Donaldson Capital Management
Indiana
$268K +$11.5K +410 +4%
P
720
&Partners
Tennessee
$268K -$134K -4,771 -33%
AR
721
Apeiron RIA
Texas
$268K -$2.24K -80 -0.8%
FFS
722
Founders Financial Securities
Maryland
$267K – – –
ONB
723
Old National Bancorp
Indiana
$267K – – –
AFG
724
Albion Financial Group
Utah
$266K -$3.48K -124 -1%
DT
725
Diversified Trust
Tennessee
$265K +$265K +9,455 New
27 28
29
30 31