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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 %
EA
801
Evolution Advisers
Virginia
$117K – – –
BF
802
BOK Financial
Oklahoma
$116K -$19.7K -702 -14%
BIG
803
Brooklyn Investment Group
New York
$115K +$115K +4,099 New
AAP
804
Arax Advisory Partners
Colorado
$115K +$89.5K +1,185 +352%
CIM
805
Contravisory Investment Management
Massachusetts
$111K -$1.46K -52 -1%
FCT
806
First Community Trust
Iowa
$98.2K -$9.12K -325 -8%
CAL
807
Capital Analysts LLC
Pennsylvania
$98K -$5.11K -182 -5%
Russell Investments Group
808
Russell Investments Group
United Kingdom
$94.2K +$25.7K +915 +37%
OA
809
Operose Advisors
Wisconsin
$92K +$337 +12 +0.4%
BTI
810
Blue Trust Inc
Georgia
$88.5K +$9.62K +343 +12%
TCM
811
Traub Capital Management
Massachusetts
$87.5K +$87.5K +3,120 New
NC
812
North Capital
Utah
$85.5K – – –
AT
813
Arlington Trust
Alabama
$84.2K – – –
TCOV
814
Trust Company of Vermont
Vermont
$83.9K – – –
MBFW
815
Morton Brown Family Wealth
Pennsylvania
$80.8K – – –
GSWM
816
Golden State Wealth Management
California
$76.9K +$1.99K +71 +3%
AA
817
Addison Advisors
Vermont
$75.2K – – –
RMP
818
Richards, Merrill & Peterson
Washington
$74.1K – – –
HC
819
Hurley Capital
New York
$73.8K +$252 +9 +0.3%
BIM
820
Breakwater Investment Management
Washington
$71.5K – – –
BHWM
821
Beaird Harris Wealth Management
Texas
$71K +$71K +2,530 New
Citigroup
822
Citigroup
New York
$69.7K -$50K -1,784 -42%
OC
823
Oakworth Capital
Alabama
$67.5K +$2.36K +84 +4%
MFC
824
Morris Financial Concepts
South Carolina
$67.3K -$16.2K -577 -19%
WSFS
825
Wilmington Savings Fund Society
Delaware
$67.3K – – –
31 32
33
34 35