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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 %
WCFA
776
Walkner Condon Financial Advisors
Wisconsin
$205K -$22.4K -800 -10%
ESB
777
Essex Savings Bank
Connecticut
$205K +$205K +7,297 New
TIM
778
Total Investment Management
Arizona
$204K +$204K +7,284 New
UW
779
Unique Wealth
Florida
$203K +$203K +7,237 New
FMN
780
Financial Management Network
California
$202K +$202K +7,047 New
CIC
781
Carnegie Investment Counsel
Ohio
$202K +$202K +7,212 New
RPA
782
Rock Point Advisors
Vermont
$202K +$202K +7,203 New
TWM
783
Topsail Wealth Management
North Carolina
$199K – – –
BA
784
Ballast Advisors
Minnesota
$188K +$84 +3 +0%
MA
785
Montag & Associates
Georgia
$186K – – –
BBHC
786
Brown Brothers Harriman & Co
New York
$181K +$181K +6,469 New
SWA
787
SOA Wealth Advisors
New York
$169K +$617 +22 +0.4%
MAFA
788
MJT & Associates Financial Advisory
Minnesota
$162K – – –
DSC
789
Duncker Streett & Co
Missouri
$152K – – –
RDFA
790
Ritter Daniher Financial Advisory
Ohio
$145K – – –
BONH
791
Bank of New Hampshire
New Hampshire
$143K – – –
PK
792
Pflug Koory
Nebraska
$143K +$7.43K +265 +5%
NG
793
NWK Group
California
$139K – – –
FG
794
Fairman Group
Pennsylvania
$138K +$224 +8 +0.2%
KFI
795
Key Financial Inc
Pennsylvania
$138K +$2.1K +75 +2%
ADL
796
Asset Dedication LLC
California
$132K +$50.5K +1,800 +62%
SFC
797
SYM Financial Corp
Indiana
$121K +$477 +17 +0.4%
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K – – –
CA
799
CoreCap Advisors
Michigan
$120K +$6.97K +249 +6%
S
800
SignatureFD
Georgia
$119K +$4.35K +155 +4%
30 31
32
33 34