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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 %
BNP Paribas Financial Markets
901
BNP Paribas Financial Markets
France
$79 +$79 +3 New
AWM
902
Accredited Wealth Management
Kentucky
$53 – – –
GM
903
GeoWealth Management
Illinois
$11 -$11 – –
Envestnet Portfolio Solutions
904
Envestnet Portfolio Solutions
Illinois
– -$5.15M -185,819 Closed
SFA
905
Souders Financial Advisors
Ohio
– -$3.77M -136,195 Closed
FVWA
906
Foster Victor Wealth Advisors
South Carolina
– -$3.67M -127,427 Closed
Calamos Advisors
907
Calamos Advisors
Illinois
– -$918K -33,120 Closed
QC
908
Quadrature Capital
United Kingdom
– -$883K -31,863 Closed
FHB
909
First Hawaiian Bank
Hawaii
– -$788K -28,446 Closed
AIP
910
Almanack Investment Partners
Pennsylvania
– -$695K -25,088 Closed
HIF
911
Hill Island Financial
Michigan
– -$563K -20,334 Closed
LA
912
Lindenwold Advisors
Pennsylvania
– -$550K -19,845 Closed
WKSWA
913
White Knight Strategic Wealth Advisors
New Jersey
– -$546K -19,708 Closed
Fisher Asset Management
914
Fisher Asset Management
Washington
– -$496K -17,911 Closed
WAM
915
Worth Asset Management
Texas
– -$483K -17,441 Closed
WF
916
Williams Financial
Vermont
– -$437K -15,775 Closed
WAG
917
Windsor Advisory Group
Ohio
– -$335K -12,092 Closed
SWM
918
Stockman Wealth Management
Montana
– -$315K -11,361 Closed
AT
919
American Trust
Kentucky
– -$258K -9,307 Closed
SW
920
Simplicity Wealth
New Jersey
– -$254K -9,158 Closed
UW
921
Unique Wealth
Florida
– -$246K -8,877 Closed
FWCM
922
Ferguson Wellman Capital Management
Oregon
– -$223K -8,034 Closed
FMN
923
Financial Management Network
California
– -$220K -7,851 Closed
RIM
924
Rockbridge Investment Management
New York
– -$210K -7,566 Closed
RBC
925
Romano Brothers & Co
Illinois
– -$208K -7,500 Closed
35 36
37
38 39