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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
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 Holding Trade Value Shares
Change 		Shares
Change %
SWA
751
Sax Wealth Advisors
New Jersey
$226K -$37K -1,320 -14%
IPA
752
Investment Planning Advisors
Georgia
$226K +$226K +8,061 New
AW
753
Avion Wealth
Texas
$225K +$56 +2 +0%
SC
754
Scotia Capital
Ontario, Canada
$225K -$134K -4,763 -37%
VBFP
755
Valtinson Bruner Financial Planning
Minnesota
$224K – – –
FM
756
Family Management
New York
$221K – – –
FNT
757
First National Trust
Pennsylvania
$221K – – –
ODIJL
758
One Day In July LLC
Vermont
$221K – – –
MWP
759
Meriwether Wealth & Planning
Louisiana
$220K +$3.14K +112 +1%
SI
760
Stephens Inc
Arkansas
$218K +$112 +4 +0.1%
HWM
761
Heirloom Wealth Management
Colorado
$217K -$28 -1 -0%
RWM
762
Revisor Wealth Management
Ohio
$217K +$217K +7,511 New
KeyBank National Association
763
KeyBank National Association
Ohio
$217K – – –
LC
764
LCNB Corp
Ohio
$215K – – –
PA
765
Procyon Advisors
Connecticut
$214K -$28 -1 -0%
AT
766
American Trust
Kentucky
$213K +$213K +7,594 New
RF
767
Robbins Farley
New Hampshire
$212K +$8.44K +301 +4%
CFG
768
Clayton Financial Group
Missouri
$212K -$2.29M -81,782 -92%
GIM
769
Glenmede Investment Management
Pennsylvania
$211K +$211K +7,515 New
RIM
770
Rockbridge Investment Management
New York
$211K +$211K +7,512 New
HIA
771
Harbor Investment Advisory
Maryland
$209K -$9.76K -348 -4%
CST
772
Charles Schwab Trust
Nevada
$208K +$208K +7,428 New
SI
773
Shaker Investments
Ohio
$207K +$207K +7,390 New
AFA
774
Arlington Financial Advisors
California
$206K -$18.9K -673 -8%
EWM
775
Evercore Wealth Management
New York
$206K +$206K +7,335 New
29 30
31
32 33