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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 %
HCM
751
Hengehold Capital Management
Ohio
$206K -$17K -649 -8%
HIA
752
Harbor Investment Advisory
Maryland
$205K – – –
SI
753
Stephens Inc
Arkansas
$204K +$4.09K +156 +2%
HWM
754
Heirloom Wealth Management
Colorado
$203K – – –
BIG
755
Brookwood Investment Group
Arizona
$203K +$203K +7,746 New
MWP
756
Meriwether Wealth & Planning
Louisiana
$203K +$2.04K +78 +1%
KeyBank National Association
757
KeyBank National Association
Ohio
$202K – – –
AssetMark Inc
758
AssetMark Inc
California
$202K -$18.8K -718 -9%
IJWM
759
Inman Jager Wealth Management
Mississippi
$202K +$202K +7,692 New
LC
760
LCNB Corp
Ohio
$201K – – –
PA
761
Procyon Advisors
Connecticut
$200K -$2.25K -86 -1%
DF
762
DecisionPoint Financial
Arizona
$195K +$576 +22 +0.3%
NEWAS
763
N.E.W. Advisory Services
Wisconsin
$191K +$191K +7,279 New
RF
764
Robbins Farley
New Hampshire
$190K +$6.11K +233 +3%
Qube Research & Technologies (QRT)
765
Qube Research & Technologies (QRT)
United Kingdom
$188K +$6.97K +266 +4%
TWM
766
Topsail Wealth Management
North Carolina
$185K – – –
BA
767
Ballast Advisors
Minnesota
$176K -$7.36K -281 -4%
MA
768
Montag & Associates
Georgia
$174K – – –
FG
769
Fairman Group
Pennsylvania
$173K -$46.8K -1,330 -21%
OCM
770
Osterweis Capital Management
California
$161K -$268K – –
SWA
771
SOA Wealth Advisors
New York
$157K +$472 +18 +0.3%
AF
772
Advisornet Financial
Minnesota
$152K +$498 +19 +0.3%
MAFA
773
MJT & Associates Financial Advisory
Minnesota
$151K +$151K +5,760 New
DSC
774
Duncker Streett & Co
Missouri
$142K – – –
RDFA
775
Ritter Daniher Financial Advisory
Ohio
$136K -$550 -21 -0.4%
29 30
31
32 33