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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 %
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$13.9M 493,789 -24,200 -5%
SC
77
Savant Capital
Illinois
$13.6M 486,504 -12,136 -2%
HG
78
Harbor Group
New Hampshire
$13.5M 479,644 -2,901 -0.6%
TLP
79
Trinity Legacy Partners
Texas
$13.4M 470,248 +2,418 +0.5%
HFS
80
Horizon Financial Services
North Carolina
$13.2M 472,086 +40,944 +9%
CMP
81
Courage Miller Partners
Virginia
$13M 462,320 +29,479 +7%
IAS
82
IMA Advisory Services
Colorado
$12.5M 446,152 +3,049 +0.7%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.5M 446,089 +119,656 +37%
FFN
84
Focus Financial Network
Minnesota
$12.5M 445,594 +14,100 +3%
CCA
85
Clearwater Capital Advisors
Illinois
$12.4M 443,080 +18,387 +4%
WCFP
86
White & Co Financial Planning
Washington
$12.1M 433,386 +10,487 +2%
SIG
87
Spinnaker Investment Group
California
$11.5M 411,685 -52,731 -11%
DC
88
Davenport & Co
Virginia
$11.5M 408,221 -1,135,409 -74%
FTS
89
Fifth Third Securities
Ohio
$11.4M 408,154 -4,435 -1%
PMG
90
ProVise Management Group
Florida
$11.1M 397,225 -32,680 -8%
HSA
91
HBK Sorce Advisory
Pennsylvania
$11M 393,765 -16,177 -4%
SJIM
92
St. Johns Investment Management
Florida
$10.9M 390,363 +9,531 +3%
MF
93
Manchester Financial
California
$10.9M 389,788 -244,815 -39%
LPAM
94
Lodestar Private Asset Management
California
$10.9M 389,628 +8,942 +2%
AWMG
95
Alliance Wealth Management Group
New Jersey
$10.9M 388,625 +24,366 +7%
TCM
96
Towercrest Capital Management
Pennsylvania
$10.9M 388,625 +24,366 +7%
VNA
97
Valley National Advisers
Pennsylvania
$10.9M 388,095 -8,982 -2%
MML Investors Services
98
MML Investors Services
Massachusetts
$10.9M 386,854 -5,768 -1%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$10.8M 386,402 +4,993 +1%
PFM
100
Peak Financial Management
Massachusetts
$10.8M 384,713 +11,773 +3%
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4
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