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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.

Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.42%
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 %
DI
876
DAGCO Inc
Ohio
$12.8K – – –
AG
877
AmeriFlex Group
Nevada
$11.9K -$14K -501 -54%
ME
878
McIlrath & Eck
Washington
$11.1K – – –
AEPWM
879
Atlantic Edge Private Wealth Management
Florida
$11K – – –
DRP
880
Decker Retirement Planning
Utah
$10.8K +$10.8K +384 New
Qube Research & Technologies (QRT)
881
Qube Research & Technologies (QRT)
United Kingdom
$10.7K -$191K -6,811 -95%
PIS
882
POM Investment Strategies
North Carolina
$10.5K – – –
TCM
883
Tradewinds Capital Management
Washington
$10.4K -$1.49K -53 -13%
HCM
884
Horrell Capital Management
Arkansas
$10.1K – – –
VWM
885
Valley Wealth Managers
New Jersey
$9.82K -$8.61K -307 -47%
RI
886
Ridgewood Investments
New Jersey
$9.59K – – –
SL
887
Salomon & Ludwin
Virginia
$8.82K – – –
EWM
888
Evolution Wealth Management
Florida
$8.42K +$8.42K +300 New
AWM
889
Atticus Wealth Management
Florida
$8.26K – – –
AIC
890
Archer Investment Corporation
Indiana
$8.17K -$26.7K -951 -77%
CT
891
Colonial Trust
South Carolina
$7.99K +$841 +30 +12%
BFPW
892
BOK Financial Private Wealth
Colorado
$7.66K – – –
HBW
893
Hazlett, Burt & Watson
West Virginia
$7K -$1.61K -60 -19%
CFB
894
Cullen/Frost Bankers
Texas
$6.77K +$28 +1 +0.4%
PIP
895
Peachtree Investment Partners
Florida
$6.13K +$28 +1 +0.5%
APW
896
Atlantic Private Wealth
North Carolina
$6.09K +$28 +1 +0.5%
PA
897
Pineridge Advisors
Missouri
$6.05K -$7.73K -276 -56%
BAM
898
Bellevue Asset Management
Washington
$5.72K – – –
HWA
899
Heritage Wealth Advisors
Virginia
$5.54K – – –
Simplex Trading
900
Simplex Trading
Illinois
$5K -$220 -9 -4%
34 35
36
37 38