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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 %
CSIC
726
Clifford Swan Investment Counsel
California
$265K +$224 +8 +0.1%
FWA
727
FSM Wealth Advisors
Ohio
$264K – – –
AC
728
AWM Capital
Arizona
$260K – – –
SAM
729
Sherman Asset Management
California
$258K – – –
BMO
730
Beck Mack & Oliver
New York
$257K – – –
CIBC Private Wealth Group
731
CIBC Private Wealth Group
Georgia
$255K -$201K -7,158 -44%
P
732
Pitcairn
Pennsylvania
$254K – – –
FNBOMD
733
First National Bank of Mount Dora
Florida
$252K – – –
FF
734
Farnam Financial
Arizona
$249K – – –
IAA
735
Independent Advisor Alliance
North Carolina
$246K -$209K -7,464 -46%
CCA
736
Clarity Capital Advisors
Florida
$245K +$870 +31 +0.4%
Empower Advisory Group
737
Empower Advisory Group
Colorado
$244K -$15.5K -552 -6%
MOS
738
MGO One Seven
Ohio
$243K – – –
FD
739
Financial Designs
California
$236K +$236K +8,430 New
ZIM
740
Zacks Investment Management
Illinois
$236K -$2.08K -74 -0.9%
AFTS
741
American Financial & Tax Strategies
New York
$236K -$6.17K -220 -3%
MCCP
742
Mission Creek Capital Partners
California
$234K – – –
TSS
743
Two Sigma Securities
New York
$231K +$231K +8,247 New
KFA
744
Kelleher Financial Advisors
New York
$229K – – –
SCA
745
Snowden Capital Advisors
New York
$229K +$926 +33 +0.4%
FFS
746
Flavin Financial Services
Florida
$229K -$119K -4,252 -34%
BMD
747
Better Money Decisions
New Mexico
$229K +$757 +27 +0.3%
HGWM
748
Horst & Graben Wealth Management
Oregon
$227K -$140 -5 -0.1%
NCM
749
Next Capital Management
New York
$227K +$84 +3 +0%
MIP
750
Marietta Investment Partners
Wisconsin
$227K -$10.3K -367 -4%
28 29
30
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