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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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$10.8M 383,617 -313,455 -45%
FFA
102
Farther Finance Advisors
California
$10.6M 376,710 +24,080 +7%
CCFM
103
Clear Creek Financial Management
Washington
$10.5M 374,178 +96,930 +35%
OFG
104
Omega Financial Group
California
$10.4M 371,948 -17,631 -5%
LIM
105
Leavell Investment Management
Alabama
$10.4M 369,685 -10,745 -3%
FCM
106
Fortis Capital Management
Washington
$10.2M 364,647 +20,800 +6%
NSAM
107
North Star Asset Management
Wisconsin
$10.2M 363,085 -3,896 -1%
WTC
108
WhitTier Trust Company
Nevada
$10.2M 362,872 -20,242 -5%
LA
109
LexAurum Advisors
Kansas
$10.2M 362,032 +87,024 +32%
NFG
110
Nadler Financial Group
Illinois
$10.1M 361,614 -763 -0.2%
BIG
111
Bush Investment Group
Georgia
$10.1M 361,512 -8,478 -2%
TPW
112
Tiller Private Wealth
Pennsylvania
$10.1M 358,515 -3,793 -1%
CA
113
Clearstead Advisors
Ohio
$9.98M 355,721 -27,969 -7%
LFG
114
Larson Financial Group
Missouri
$9.96M 355,046 -73,486 -17%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$9.88M 352,121 -2,776 -0.8%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$9.83M 350,577 -2,730 -0.8%
WANY
117
Wealthspire Advisors (New York)
New York
$9.76M 348,034 +18,392 +6%
SWA
118
Sightline Wealth Advisors
Connecticut
$9.68M 345,072 -515 -0.1%
MIA
119
Milestone Investment Advisors
Wisconsin
$9.61M 342,460 -32,666 -9%
ATWA
120
Arbor Trust Wealth Advisors
Michigan
$9.61M 342,440 -51,642 -13%
LCC
121
Lincoln Capital Corp
Rhode Island
$9.45M 337,024 +4,182 +1%
AWM
122
Avior Wealth Management
Nebraska
$9.39M 334,624 +1,795 +0.5%
LF
123
Lee Financial
Texas
$9.27M 330,387 +6,718 +2%
GCA
124
Gradient Capital Advisors
California
$9.25M 329,615 +13,200 +4%
MCC
125
Money Concepts Capital
Florida
$9.22M 328,645 +20,251 +7%
3 4
5
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