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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 %
BONH
776
Bank of New Hampshire
New Hampshire
$134K – – –
NG
777
NWK Group
California
$130K -$25K -955 -16%
BF
778
BOK Financial
Oklahoma
$127K +$18.4K +702 +17%
DCM
779
Davis Capital Management
Florida
$127K – – –
KFI
780
Key Financial Inc
Pennsylvania
$127K – – –
PK
781
Pflug Koory
Nebraska
$126K -$35.2K -1,345 -22%
JFGIW
782
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K – – –
SFC
783
SYM Financial Corp
Indiana
$113K – – –
Citigroup
784
Citigroup
New York
$112K +$96.9K +3,697 +647%
EA
785
Evolution Advisers
Virginia
$109K – – –
S
786
SignatureFD
Georgia
$107K -$15.6K -597 -13%
CA
787
CoreCap Advisors
Michigan
$106K +$20.2K +772 +24%
CIM
788
Contravisory Investment Management
Massachusetts
$105K +$30.1K +1,148 +40%
FCT
789
First Community Trust
Iowa
$100K – – –
CAL
790
Capital Analysts LLC
Pennsylvania
$96K – – –
SIS
791
Sound Income Strategies
Florida
$93.6K +$39K +1,488 +71%
OA
792
Operose Advisors
Wisconsin
$85.6K +$262 +10 +0.3%
NC
793
North Capital
Utah
$79.9K +$79.9K +3,048 New
AT
794
Arlington Trust
Alabama
$78.6K +$78.6K +3,000 New
TCOV
795
Trust Company of Vermont
Vermont
$78.4K +$838 +32 +1%
CI
796
CX Institutional
Indiana
$78K +$78K +2,990 New
MFC
797
Morris Financial Concepts
South Carolina
$78K +$13.5K +517 +21%
FFA
798
Founders Financial Alliance
North Carolina
$77.2K +$210 +8 +0.3%
ADL
799
Asset Dedication LLC
California
$75.7K – – –
MBFW
800
Morton Brown Family Wealth
Pennsylvania
$75.5K – – –
30 31
32
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