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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

900 hedge funds and large institutions have $7.27B 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, 381 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-20
Holders Change %
-2.17%
% of All Funds
12.23%
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
381
Closed
52
Calls
$1.19M
Puts
$143K
Net Calls
+$1.05M
Net Calls Change
+$669K

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$191M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$232M
3
WA
3
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B
2
RWM
2
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
4
Ameriprise
Minnesota
$47.7M
5
OIA
5
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Berkshire Asset Management
Pennsylvania
$17.3M +$832K +31,474 +5%
Corient Private Wealth
52
Corient Private Wealth
Florida
$17.1M -$306K -11,670 -2%
CAG
53
Compass Advisory Group
New York
$17.1M +$941K +35,919 +6%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$16.8M +$9.01K +344 +0.1%
MF
55
Manchester Financial
California
$16.6M -$4.88M -186,096 -23%
BSB
56
Bangor Savings Bank
Maine
$16.5M +$199K +7,614 +1%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.5M -$302K -11,543 -2%
NFW
58
Noble Family Wealth
Florida
$16.3M -$1.27M -48,439 -7%
DP
59
Denver PWM
Colorado
$16.3M +$1.35M +51,455 +9%
JIC
60
Johnson Investment Counsel
Ohio
$15.6M +$822K +31,359 +6%
EL
61
Essex LLC
Illinois
$15.2M -$68K -2,595 -0.4%
AMG
62
Asset Management Group
Connecticut
$14.6M -$109K -4,170 -0.7%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$14.5M +$511K +19,492 +4%
LFS
64
Lutz Financial Services
Nebraska
$14.3M -$487K -18,583 -3%
FWP
65
FAS Wealth Partners
Kansas
$14.3M +$318K +12,154 +2%
FNC
66
First National Corp
Massachusetts
$13.9M +$563K +21,501 +4%
BFG
67
Bleakley Financial Group
New Jersey
$13.7M +$83.2K +3,174 +0.6%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$13.6M -$113K -4,300 -0.8%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$13.4M +$155K +5,908 +1%
SFP
70
Sherwood Financial Partners
California
$13.4M +$221K +8,454 +2%
HWA
71
HHM Wealth Advisors
Tennessee
$13.3M -$273K -10,419 -2%
PAI
72
Pittenger & Anderson Inc
Nebraska
$13.1M +$144K +5,480 +1%
SC
73
Savant Capital
Illinois
$13.1M -$246K -9,395 -2%
RCM
74
Richardson Capital Management
Wisconsin
$12.9M +$219K +8,371 +2%
TLP
75
Trinity Legacy Partners
Texas
$12.9M +$527K +19,165 +4%
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