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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 %
AP
701
Appleton Partners
Massachusetts
$260K -$3.22K -123 -1%
CTA
702
Colonial Trust Advisors
South Carolina
$260K +$260K +9,910 New
ACA
703
Ascension Capital Advisors
Texas
$257K – – –
EAM
704
Everstar Asset Management
North Carolina
$253K -$8.25K -315 -3%
AR
705
Apeiron RIA
Texas
$252K – – –
AFG
706
Albion Financial Group
Utah
$252K -$34.8K -1,329 -12%
AA
707
Ancora Advisors
Ohio
$252K – – –
BCI
708
Brinker Capital Investments
Pennsylvania
$251K -$16.5K -629 -6%
OPS
709
Orion Portfolio Solutions
Nebraska
$251K -$16.5K -629 -6%
TC
710
Tenret Company
Florida
$250K -$64.3K -2,456 -20%
ONB
711
Old National Bancorp
Indiana
$249K -$4.72K -180 -2%
CSIC
712
Clifford Swan Investment Counsel
California
$247K +$210 +8 +0.1%
SWA
713
Sax Wealth Advisors
New Jersey
$246K +$246K +9,384 New
JWCA
714
J.W. Cole Advisors
Florida
$245K -$1.11M -42,464 -82%
FWA
715
FSM Wealth Advisors
Ohio
$243K -$943 -36 -0.4%
FFS
716
Founders Financial Securities
Maryland
$243K +$243K +9,517 New
Empower Advisory Group
717
Empower Advisory Group
Colorado
$243K -$76.1K -2,904 -24%
AC
718
AWM Capital
Arizona
$242K – – –
AC
719
Attessa Capital
Arizona
$241K -$41.2K -1,573 -15%
FA
720
FSA Advisors
Michigan
$241K +$241K +9,206 New
SAM
721
Sherman Asset Management
California
$241K -$188K -7,173 -44%
BMO
722
Beck Mack & Oliver
New York
$240K – – –
DCM
723
Donaldson Capital Management
Indiana
$240K -$459K -17,501 -66%
P
724
Pitcairn
Pennsylvania
$238K +$238K +9,071 New
FNBOMD
725
First National Bank of Mount Dora
Florida
$236K – – –
27 28
29
30 31