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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 %
GWS
851
Glassman Wealth Services
Virginia
$36.5K – – –
PCA
852
Providence Capital Advisors
North Carolina
$36.1K +$36.1K +1,287 New
SIS
853
Sound Income Strategies
Florida
$31.5K -$68.8K -2,452 -69%
CI
854
Cordant Inc
Oregon
$30.5K – – –
NS
855
NBC Securities
Alabama
$30K +$9.24K +335 +44%
BCM
856
Blume Capital Management
California
$29.5K – – –
EWA
857
EverSource Wealth Advisors
Alabama
$28.9K – – –
TC
858
Truvestments Capital
Florida
$27.8K +$112 +4 +0.4%
AP
859
Atwood & Palmer
Missouri
$24.8K +$24.8K +885 New
EWA
860
Elevate Wealth Advisory
Georgia
$22.1K +$22.1K +789 New
RIL
861
Rothschild Investment LLC
Illinois
$21.9K +$84 +3 +0.4%
PWAM
862
Private Wealth Asset Management
Iowa
$21.4K +$21.4K +763 New
CAM
863
Costello Asset Management
Pennsylvania
$20.7K -$4.04K -144 -16%
CTC
864
Central Trust Company
Missouri
$20.3K +$20.3K +725 New
CT
865
Clearstead Trust
Maine
$20.3K – – –
HHGA
866
Halbert Hargrove Global Advisors
California
$18.3K – – –
National Bank of Canada
867
National Bank of Canada
Quebec, Canada
$18.3K – – –
MSG
868
Main Street Group
Virginia
$17.9K +$56 +2 +0.3%
GWM
869
GSB Wealth Management
Connecticut
$17K +$1.14K +44 +7%
HCM
870
Hollencrest Capital Management
California
$16.6K – – –
AWM
871
Angeles Wealth Management
California
$15.7K +$15.7K +559 New
PC
872
Promus Capital
Illinois
$15.6K – – –
AWM
873
Accredited Wealth Management
Kentucky
$14.1K +$14K +500 +25,000%
JFG
874
JDM Financial Group
Texas
$13.5K – – –
BCMLT
875
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
33 34
35
36 37