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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
12.42%
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 %
GWSG
901
GPS Wealth Strategies Group
Colorado
$4.89K – – –
ACM
902
Anfield Capital Management
California
$4.88K – – –
QWM
903
Quaker Wealth Management
New Jersey
$4.8K +$4.8K +171 New
GC
904
Garde Capital
Washington
$4.71K – – –
CPG
905
Cornerstone Planning Group
New Jersey
$4.6K – – –
CJH
906
Christopher J. Hasenberg
Wisconsin
$4.07K +$4.07K +145 New
CCMW
907
Cypress Capital Management (Wyoming)
Wyoming
$3.96K +$3.96K +141 New
SWP
908
Strategic Wealth Partners
Ohio
$3.87K +$3.87K +138 New
OPTFSNA
909
Old Point Trust & Financial Services N A
Virginia
$3.53K – – –
BL
910
Balentine LLC
Georgia
$3.2K – – –
CVM
911
Cheviot Value Management
California
$3.06K – – –
FNWA
912
Financial Network Wealth Advisors
Utah
$2.86K – – –
KSWA
913
Kathleen S. Wright Associates
Pennsylvania
$2.78K -$43.9K -1,566 -94%
PPA
914
Painted Porch Advisors
California
$2.44K – – –
GI
915
GAMMA Investing
California
$2.05K +$2.05K +73 New
HDIM
916
Hanson & Doremus Investment Management
Vermont
$2K – – –
GK
917
Graney & King
New York
$1.85K – – –
FMP
918
Financial Management Professionals
Texas
$1.68K -$74.9K -2,670 -98%
CPBTD
919
Central Pacific Bank - Trust Division
Hawaii
$1.6K – – –
RF
920
Rossby Financial
Florida
$1.21K -$3.28K -117 -73%
Bessemer Group
921
Bessemer Group
New Jersey
$1K +$1K +27 New
NC
922
NewSquare Capital
Pennsylvania
$954 -$322K -11,459 -100%
TCM
923
TruNorth Capital Management
Michigan
$393 +$393 +14 New
TH
924
TCTC Holdings
Texas
$168 – – –
AWM
925
Abound Wealth Management
Tennessee
$163 – – –
35 36
37
38 39