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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 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
-20
Holders Change %
-2.17%
% 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
52
Calls
$1.19M
Puts
$143K
Net Calls
+$1.05M
Net Calls Change
+$669K

Top Buyers

1
AA
Advisory Alpha
Michigan
$191M
2
MGIA
Moneta Group Investment Advisors
Missouri
$232M
3
WA
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.54B
2
RWM
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
Ameriprise
Minnesota
$47.7M
5
OIA
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
876
Atlantic Private Wealth
North Carolina
$5.67K – – –
BAM
877
Bellevue Asset Management
Washington
$5.34K – – –
HWA
878
Heritage Wealth Advisors
Virginia
$5.15K +$26 +1 +0.5%
Simplex Trading
879
Simplex Trading
Illinois
$5K -$5.98K -256 -54%
ACM
880
Anfield Capital Management
California
$4.56K – – –
GWSG
881
GPS Wealth Strategies Group
Colorado
$4.56K +$524 +20 +13%
GC
882
Garde Capital
Washington
$4.4K +$4.4K +168 New
RCM
883
Raleigh Capital Management
North Carolina
$4.09K -$2.59K -99 -39%
RF
884
Rossby Financial
Florida
$4.06K +$4.06K +160 New
CPG
885
Cornerstone Planning Group
New Jersey
$4K +$25 +1 +0.6%
WW
886
Winnow Wealth
Texas
$3.71K – – –
OPTFSNA
887
Old Point Trust & Financial Services N A
Virginia
$3.3K – – –
FAM
888
Flaharty Asset Management
Florida
$3.22K +$3.22K +123 New
BL
889
Balentine LLC
Georgia
$2.99K – – –
CVM
890
Cheviot Value Management
California
$2.82K +$2.82K +108 New
Franklin Resources
891
Franklin Resources
California
$2.75K +$2.75K +105 New
FNWA
892
Financial Network Wealth Advisors
Utah
$2.67K +$2.67K +102 New
PPA
893
Painted Porch Advisors
California
$2.28K – – –
MSWA
894
Marshall & Sterling Wealth Advisors
New York
$2.14K – – –
GK
895
Graney & King
New York
$1.73K +$1.73K +66 New
CPBTD
896
Central Pacific Bank - Trust Division
Hawaii
$1.49K – – –
SWIM
897
Smallwood Wealth Investment Management
New Jersey
$1.05K +$1.05K +40 New
HDIM
898
Hanson & Doremus Investment Management
Vermont
$1K – – –
TH
899
TCTC Holdings
Texas
$157 – – –
AWM
900
Abound Wealth Management
Tennessee
$151 – – –
34 35
36
37 38