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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 %
BTI
801
Blue Trust Inc
Georgia
$73.7K – – –
FMP
802
Financial Management Professionals
Texas
$71.5K +$71.5K +2,730 New
AA
803
Addison Advisors
Vermont
$70.3K – – –
GSWM
804
Golden State Wealth Management
California
$70K -$3.33K -127 -5%
RMP
805
Richards, Merrill & Peterson
Washington
$69.2K – – –
HC
806
Hurley Capital
New York
$68.7K +$26 +1 +0%
BIM
807
Breakwater Investment Management
Washington
$66.8K – – –
Russell Investments Group
808
Russell Investments Group
United Kingdom
$64K +$52.7K +2,013 +467%
WSFS
809
Wilmington Savings Fund Society
Delaware
$62.9K – – –
GWM
810
Geneos Wealth Management
Colorado
$61.2K +$36K +1,374 +143%
OC
811
Oakworth Capital
Alabama
$60.8K – – –
GWSA
812
Global Wealth Strategies & Associates
Colorado
$57.9K +$26 +1 +0%
PCM
813
Palouse Capital Management
Washington
$56.3K -$472 -18 -0.8%
CMP
814
Coston McIsaac & Partners
Maine
$56K -$23.6K -906 -30%
LWA
815
Lowe Wealth Advisors
Maryland
$55.6K – – –
IRC
816
Investors Research Corp
Georgia
$55.3K – – –
M
817
MOTCO
Texas
$53.2K – – –
VWM
818
Vermillion Wealth Management
Minnesota
$52.8K +$5.82K +222 +12%
MEG
819
Millstone Evans Group
Colorado
$52.5K – – –
SIM
820
Studio Investment Management
Illinois
$49K – – –
HFS
821
Hantz Financial Services
Michigan
$48K – – –
SC
822
Stephens Consulting
Michigan
$47.6K – – –
BA
823
Bellwether Advisors
Nebraska
$45.3K – – –
OP
824
ORG Partners
Indiana
$44.2K -$91.5K -3,475 -67%
KSWA
825
Kathleen S. Wright Associates
Pennsylvania
$43.6K – – –
31 32
33
34 35