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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 %
FF
726
Farnam Financial
Arizona
$233K +$603 +23 +0.3%
CCA
727
Clarity Capital Advisors
Florida
$228K +$681 +26 +0.3%
MOS
728
MGO One Seven
Ohio
$227K -$1.81K -69 -0.8%
AFTS
729
American Financial & Tax Strategies
New York
$226K – – –
GT
730
Glenmede Trust
Pennsylvania
$226K +$68.4K +2,610 +43%
ZIM
731
Zacks Investment Management
Illinois
$223K -$9.98K -381 -4%
AW
732
Avion Wealth
Texas
$222K – – –
MIP
733
Marietta Investment Partners
Wisconsin
$221K -$69.6K -2,656 -24%
MCCP
734
Mission Creek Capital Partners
California
$219K -$14.8K -750 -6%
GRR
735
Golden Reserve Retirement
Ohio
$217K +$217K +8,269 New
KFA
736
Kelleher Financial Advisors
New York
$214K – – –
SCA
737
Snowden Capital Advisors
New York
$213K – – –
BMD
738
Better Money Decisions
New Mexico
$213K +$550 +21 +0.3%
WCFA
739
Walkner Condon Financial Advisors
Wisconsin
$213K -$3.48K -133 -2%
HGWM
740
Horst & Graben Wealth Management
Oregon
$213K -$969 -37 -0.5%
NCM
741
Next Capital Management
New York
$212K +$79 +3 +0%
AFA
742
Arlington Financial Advisors
California
$210K -$6.05K -231 -3%
VBFP
743
Valtinson Bruner Financial Planning
Minnesota
$209K – – –
FM
744
Family Management
New York
$207K – – –
QCM
745
Quantinno Capital Management
New York
$207K -$23.3K -888 -10%
FNT
746
First National Trust
Pennsylvania
$207K – – –
AWM
747
AE Wealth Management
Kansas
$206K +$32.3K +1,234 +19%
ODIJL
748
One Day In July LLC
Vermont
$206K – – –
HF
749
HRT Financial
New York
$206K +$206K +7,889 New
EL
750
EWA LLC
Pennsylvania
$206K -$50.9K -1,942 -20%
28 29
30
31 32