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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 %
GM
926
GeoWealth Management
Illinois
$124 +$124 +4 New
PTCG
927
Pring Turner Capital Group
California
– -$8.27M -315,482 Closed
TC
928
TownSquare Capital
Utah
– -$7.4M -282,484 Closed
SA
929
Scarborough Advisors
Maryland
– -$6.46M -246,517 Closed
PA
930
PFG Advisors
Arizona
– -$1.76M -67,081 Closed
Renaissance Technologies
931
Renaissance Technologies
New York
– -$1.35M -51,600 Closed
EI
932
eCIO Inc
Wisconsin
– -$566K -21,616 Closed
FC
933
Financial Consulate
Maryland
– -$560K -21,383 Closed
FCI
934
Financial Counselors Inc
Kansas
– -$507K -19,367 Closed
WDL
935
Well Done LLC
Michigan
– -$515K -18,600 Closed
WCF
936
West Coast Financial
California
– -$456K -17,400 Closed
GJIA
937
Glass Jacobson Investment Advisors
Maryland
– -$481K -17,357 Closed
APA
938
Astoria Portfolio Advisors
New York
– -$304K -12,191 Closed
G
939
Gainplan
Michigan
– -$309K -11,777 Closed
First Trust Advisors
940
First Trust Advisors
Illinois
– -$303K -11,552 Closed
WIA
941
World Investment Advisors
California
– -$296K -11,287 Closed
ACM
942
Argent Capital Management
Missouri
– -$271K -10,325 Closed
MPW
943
Magnolia Private Wealth
Pennsylvania
– -$260K -9,930 Closed
AC
944
Attessa Capital
Arizona
– -$241K -9,213 Closed
FA
945
FSA Advisors
Michigan
– -$241K -9,206 Closed
GRR
946
Golden Reserve Retirement
Ohio
– -$217K -8,269 Closed
HF
947
HRT Financial
New York
– -$206K -7,889 Closed
EL
948
EWA LLC
Pennsylvania
– -$206K -7,857 Closed
HCM
949
Hengehold Capital Management
Ohio
– -$206K -7,849 Closed
BIG
950
Brookwood Investment Group
Arizona
– -$203K -7,746 Closed
35 36 37
38
39