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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 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 78 funds opening new positions, 328 increasing their positions, 382 reducing their positions, and 39 closing their positions.

Holders
921
Holders Change
+21
Holders Change %
+2.33%
% of All Funds
12.37%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
78
Increased
328
Reduced
382
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 Market Value Shares Shares
Change 		Shares
Change %
GWM
951
Guardian Wealth Management
Illinois
– – -1,283 Closed
FMII
952
Farmers & Merchants Investments Inc
Nebraska
– – -951 Closed
WT
953
Washington Trust
Rhode Island
– – -750 Closed
CSPIA
954
Cary Street Partners Investment Advisory
Virginia
– – -606 Closed
SIM
955
Synergy Investment Management
Florida
– – -426 Closed
SMA
956
Sage Mountain Advisors
Georgia
– – -393 Closed
FHA
957
First Horizon Advisors
Tennessee
– – -222 Closed
RCM
958
Raleigh Capital Management
North Carolina
– – -156 Closed
WW
959
Winnow Wealth
Texas
– – -142 Closed
FAM
960
Flaharty Asset Management
Florida
– – -123 Closed
MSWA
961
Marshall & Sterling Wealth Advisors
New York
– – -82 Closed
OCM
962
Osterweis Capital Management
California
– – – –
35 36 37 38
39