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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.

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 %
WTC
101
WhitTier Trust Company
Nevada
$10M +$324K +12,350 +3%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$9.99M +$168K +6,424 +2%
SJIM
103
St. Johns Investment Management
Florida
$9.98M -$636K -24,265 -6%
LPAM
104
Lodestar Private Asset Management
California
$9.97M +$411K +15,678 +4%
LIM
105
Leavell Investment Management
Alabama
$9.97M -$694K -26,475 -7%
MIA
106
Milestone Investment Advisors
Wisconsin
$9.83M -$655K -24,982 -6%
PFM
107
Peak Financial Management
Massachusetts
$9.77M +$97.9K +3,735 +1%
BIG
108
Bush Investment Group
Georgia
$9.69M -$418K -15,939 -4%
CKAIS
109
Christensen King & Associates Investment Services
Washington
$9.62M -$75.3K -2,777 -0.8%
NSAM
110
North Star Asset Management
Wisconsin
$9.61M +$87.9K +3,356 +0.9%
AWMG
111
Alliance Wealth Management Group
New Jersey
$9.54M -$299K -11,412 -3%
TCM
112
Towercrest Capital Management
Pennsylvania
$9.54M -$299K -11,412 -3%
NFG
113
Nadler Financial Group
Illinois
$9.49M +$69.8K +2,664 +0.7%
TPW
114
Tiller Private Wealth
Pennsylvania
$9.49M +$66.3K +2,530 +0.7%
FFA
115
Farther Finance Advisors
California
$9.28M +$2.62M +99,400 +39%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$9.26M +$86.7K +3,311 +0.9%
SWA
117
Sightline Wealth Advisors
Connecticut
$9.05M +$157K +5,988 +2%
FCM
118
Fortis Capital Management
Washington
$9.01M -$565K -21,555 -6%
OFS
119
OneAscent Financial Services
Alabama
$8.82M +$4.53M +173,099 +106%
HWM
120
HB Wealth Management
Georgia
$8.77M +$58.7K +2,240 +0.7%
LCC
121
Lincoln Capital Corp
Rhode Island
$8.72M -$192K -7,340 -2%
AWM
122
Avior Wealth Management
Nebraska
$8.72M -$53.3K -2,035 -0.6%
WANY
123
Wealthspire Advisors (New York)
New York
$8.64M +$4.31M +164,323 +99%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.55M +$1.01M +38,434 +13%
AF
125
Allworth Financial
California
$8.48M +$2.6M +102,271 +44%
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5
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