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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 %
AssetMark Inc
826
AssetMark Inc
California
$63.5K -$153K -5,450 -71%
PCM
827
Palouse Capital Management
Washington
$60.9K +$617 +22 +1%
GWSA
828
Global Wealth Strategies & Associates
Colorado
$60.4K -$1.52K -54 -2%
WB
829
Webster Bank
Connecticut
$59.7K +$59.7K +2,130 New
LWA
830
Lowe Wealth Advisors
Maryland
$59.6K – – –
IRC
831
Investors Research Corp
Georgia
$59.2K – – –
BC
832
Bulwark Capital
Florida
$57.8K +$57.8K +2,059 New
MEG
833
Millstone Evans Group
Colorado
$56.2K – – –
NEWAS
834
N.E.W. Advisory Services
Wisconsin
$56K -$148K -5,284 -73%
VWM
835
Vermillion Wealth Management
Minnesota
$53.9K -$2.61K -93 -5%
SC
836
Stephens Consulting
Michigan
$53.2K +$2.24K +80 +4%
HFS
837
Hantz Financial Services
Michigan
$51K – – –
BA
838
Bellwether Advisors
Nebraska
$48.5K – – –
OP
839
ORG Partners
Indiana
$47.5K – – –
FF
840
Finley Financial
Nevada
$46.8K – – –
JHCP
841
Jackson Hole Capital Partners
Oklahoma
$46.3K – – –
NSIM
842
North Star Investment Management
Illinois
$44.6K +$140 +5 +0.3%
CMP
843
Coston McIsaac & Partners
Maine
$44K -$15.6K -563 -26%
OHWP
844
Oak Harbor Wealth Partners
North Carolina
$43.8K – – –
MAWAG
845
Mid-American Wealth Advisory Group
Missouri
$42.1K +$42.1K +1,500 New
GWM
846
Geneos Wealth Management
Colorado
$41.5K -$24K -855 -37%
DF
847
DecisionPoint Financial
Arizona
$39.9K -$170K -6,024 -81%
RF
848
Roxbury Financial
New Jersey
$38.5K +$38.5K +1,374 New
CCMI
849
Creative Capital Management Investments
California
$37.5K +$37.5K +1,337 New
UB
850
UMB Bank
Missouri
$37.1K – – –
32 33
34
35 36