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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

900 hedge funds and large institutions have $7.27B 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, 381 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-21
Holders Change %
-2.28%
% of All Funds
12.23%
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
381
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 %
FF
826
Finley Financial
Nevada
$42.8K – – –
NSIM
827
North Star Investment Management
Illinois
$41.5K +$131 +5 +0.3%
OHWP
828
Oak Harbor Wealth Partners
North Carolina
$40.9K – – –
UB
829
UMB Bank
Missouri
$34.7K – – –
GWS
830
Glassman Wealth Services
Virginia
$34.1K -$2.44K -93 -7%
GWM
831
Guardian Wealth Management
Illinois
$33.6K +$26 +1 +0.1%
GP
832
Greenline Partners
New York
$32.7K +$25.5K +4,429 +355%
AIC
833
Archer Investment Corporation
Indiana
$32.5K +$26 +1 +0.1%
CI
834
Cordant Inc
Oregon
$28.5K – – –
NWMP
835
Noble Wealth Management PBC
Colorado
$28.2K – – –
BCM
836
Blume Capital Management
California
$27.5K – – –
EWA
837
EverSource Wealth Advisors
Alabama
$27K – – –
TC
838
Truvestments Capital
Florida
$25.9K +$79 +3 +0.3%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$24.9K – – –
AG
840
AmeriFlex Group
Nevada
$24.3K +$11.2K +426 +85%
CAM
841
Costello Asset Management
Pennsylvania
$23.1K +$23.1K +882 New
RIL
842
Rothschild Investment LLC
Illinois
$20.4K +$52 +2 +0.3%
WT
843
Washington Trust
Rhode Island
$19.7K – – –
NS
844
NBC Securities
Alabama
$19K +$19K +753 New
CT
845
Clearstead Trust
Maine
$18.9K – – –
CA
846
Continuum Advisory
Idaho
$18.9K -$28.5K -1,088 -60%
VWM
847
Valley Wealth Managers
New Jersey
$17.2K – – –
HHGA
848
Halbert Hargrove Global Advisors
California
$17.1K – – –
National Bank of Canada
849
National Bank of Canada
Quebec, Canada
$17K – – –
MSG
850
Main Street Group
Virginia
$16.6K +$52 +2 +0.3%
32 33
34
35 36