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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
1
Advisory Alpha
Michigan
$191M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$232M
3
WA
3
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B
2
RWM
2
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
4
Ameriprise
Minnesota
$47.7M
5
OIA
5
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$12.8M +$1.11M +42,482 +9%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$12.7M -$235K -8,974 -2%
Goldman Sachs
78
Goldman Sachs
New York
$12.7M +$128K +4,886 +1%
TPI
79
Trust Point Inc
Wisconsin
$12.7M +$12K +458 +0.1%
HG
80
Harbor Group
New Hampshire
$12.6M -$86.4K -3,296 -0.7%
BEI
81
Benjamin Edwards Inc
Missouri
$12.5M +$4.66M +177,731 +60%
SIG
82
Spinnaker Investment Group
California
$12.2M +$701K +26,773 +6%
SFA
83
Seneca Financial Advisors
New York
$12.1M +$224K +8,561 +2%
PSP
84
Pacific Sage Partners
Washington
$12.1M -$136K -5,181 -1%
IAS
85
IMA Advisory Services
Colorado
$11.6M -$206K -7,872 -2%
CMP
86
Courage Miller Partners
Virginia
$11.3M +$397K +15,137 +4%
FFN
87
Focus Financial Network
Minnesota
$11.3M -$520K -19,847 -4%
HFS
88
Horizon Financial Services
North Carolina
$11.3M +$3.17M +121,086 +39%
PMG
89
ProVise Management Group
Florida
$11.3M -$1.19M -45,231 -10%
LFG
90
Larson Financial Group
Missouri
$11.2M -$395K -15,068 -3%
CCA
91
Clearwater Capital Advisors
Illinois
$11.1M +$495K +18,895 +5%
WCFP
92
White & Co Financial Planning
Washington
$11.1M -$132K -5,044 -1%
FTS
93
Fifth Third Securities
Ohio
$10.8M +$271K +10,336 +3%
HSA
94
HBK Sorce Advisory
Pennsylvania
$10.7M -$1.22M -46,617 -10%
VNA
95
Valley National Advisers
Pennsylvania
$10.4M -$188K -7,167 -2%
ATWA
96
Arbor Trust Wealth Advisors
Michigan
$10.3M -$33.1K -1,263 -0.3%
MML Investors Services
97
MML Investors Services
Massachusetts
$10.3M -$200K -7,621 -2%
OFG
98
Omega Financial Group
California
$10.2M -$446K -17,006 -4%
Osaic Holdings
99
Osaic Holdings
Arizona
$10.1M +$1.11M +42,294 +12%
CA
100
Clearstead Advisors
Ohio
$10.1M +$475K +18,123 +5%
2 3
4
5 6