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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 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 78 funds opening new positions, 328 increasing their positions, 382 reducing their positions, and 39 closing their positions.

Holders
921
Holders Change
+21
Holders Change %
+2.33%
% of All Funds
12.37%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
78
Increased
328
Reduced
382
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.69B
3
AA
3
Advisory Alpha
Michigan
$235M
4
Creative Planning
4
Creative Planning
Kansas
$830M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
3
Davenport & Co
Virginia
$11.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
5
Cerity Partners
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
DP
51
Denver PWM
Colorado
$18.3M 650,802 +30,453 +5%
SIC
52
Salem Investment Counselors
North Carolina
$17.6M 628,255 -38,951 -6%
EL
53
Essex LLC
Illinois
$17.6M 627,815 +48,035 +8%
PMFA
54
Plante Moran Financial Advisors
Michigan
$17.6M 626,183 +465,582 +290%
BSB
55
Bangor Savings Bank
Maine
$17.5M 625,653 -4,996 -0.8%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M 623,877 -6,414 -1%
BFG
57
Bleakley Financial Group
New Jersey
$17.4M 621,438 +99,855 +19%
JIC
58
Johnson Investment Counsel
Ohio
$17.1M 611,333 +16,868 +3%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$17.1M 610,602 -30,121 -5%
SFA
60
Seneca Financial Advisors
New York
$16.7M 596,091 +134,837 +29%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$15.9M 565,596 +12,904 +2%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$15.7M 560,658 +75,112 +15%
FWP
63
FAS Wealth Partners
Kansas
$15.7M 559,901 +13,613 +2%
FNC
64
First National Corp
Massachusetts
$15.6M 554,828 +23,927 +5%
AMG
65
Asset Management Group
Connecticut
$15.2M 543,478 -12,732 -2%
RCM
66
Richardson Capital Management
Wisconsin
$15.2M 540,858 +48,528 +10%
MCM
67
MAI Capital Management
Ohio
$15M 533,816 -155,096 -23%
SFP
68
Sherwood Financial Partners
California
$14.6M 520,046 +10,011 +2%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$14.5M 518,427 +6,727 +1%
PSP
70
Pacific Sage Partners
Washington
$14.4M 514,169 +53,102 +12%
Wells Fargo
71
Wells Fargo
California
$14.3M 511,296 +21,245 +4%
Goldman Sachs
72
Goldman Sachs
New York
$14.1M 504,124 +19,109 +4%
HWA
73
HHM Wealth Advisors
Tennessee
$14M 499,560 -6,299 -1%
PAI
74
Pittenger & Anderson Inc
Nebraska
$14M 499,240 -279 -0.1%
BEI
75
Benjamin Edwards Inc
Missouri
$14M 497,433 +22,178 +5%
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