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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 %
BAAM
926
Baker Avenue Asset Management
California
– -$207K -7,470 Closed
SC
927
Slow Capital
California
– -$207K -7,461 Closed
CWA
928
CJM Wealth Advisers
Virginia
– -$206K -7,441 Closed
SI
929
Shaker Investments
Ohio
– -$204K -7,374 Closed
EWM
930
Evercore Wealth Management
New York
– -$203K -7,335 Closed
LWM
931
Liberty Wealth Management
California
– -$202K -7,285 Closed
FWS
932
FinDec Wealth Services
California
– -$202K -7,282 Closed
PWM
933
Peterson Wealth Management
Nevada
– -$201K -7,257 Closed
LMKC
934
L.M. Kohn & Company
Ohio
– -$200K -7,229 Closed
Citadel Advisors
935
Citadel Advisors
Florida
– -$181K -6,539 Closed
BAM
936
Belpointe Asset Management
Nevada
– -$465K -5,696 Closed
WWA
937
Wingate Wealth Advisors
Massachusetts
– -$101K -3,632 Closed
EFP
938
EnRich Financial Partners
Wisconsin
– -$76.8K -2,772 Closed
VHAM
939
Van Hulzen Asset Management
California
– -$41.9K -1,512 Closed
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
– -$40.9K -1,476 Closed
CAS
941
Coppell Advisory Solutions
Texas
– -$36.2K -1,309 Closed
CP
942
Castleview Partners
Texas
– -$26.3K -952 Closed
OC
943
Oarsman Capital
Wisconsin
– -$25.9K -933 Closed
MFA
944
McClarren Financial Advisors
Pennsylvania
– -$20K -748 Closed
MCM
945
Mainstream Capital Management
California
– -$14.6K -528 Closed
FFA
946
Fairfield Financial Advisors
Massachusetts
– -$14K -505 Closed
MG
947
MilWealth Group
Wisconsin
– -$12.6K -453 Closed
DRP
948
Decker Retirement Planning
Utah
– -$11.8K -426 Closed
HR
949
Howe & Rusling
New York
– -$11K -396 Closed
RA
950
Rise Advisors
New York
– -$8.43K -304 Closed
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