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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

925 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 80 funds opening new positions, 329 increasing their positions, 383 reducing their positions, and 39 closing their positions.

Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.42%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
80
Increased
329
Reduced
383
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 Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$9.14M -$252K -8,991 -3%
AF
127
Allworth Financial
California
$9.14M -$216K -7,703 -2%
Truist Financial
128
Truist Financial
North Carolina
$8.83M +$286K +10,209 +3%
KCPG
129
Kavar Capital Partners Group
Kansas
$8.78M +$531K +18,935 +6%
PIMG
130
Patriot Investment Management Group
Tennessee
$8.74M -$120K -4,282 -1%
MTIC
131
Missouri Trust & Investment Company
Missouri
$8.74M +$200K +7,125 +2%
AQR Capital Management
132
AQR Capital Management
Connecticut
$8.64M +$258K +9,197 +3%
BWM
133
Bernard Wealth Management
Michigan
$8.49M -$131K -4,681 -2%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$8.32M +$276K +9,845 +3%
TPI
135
Trust Point Inc
Wisconsin
$8.23M -$5.33M -189,842 -39%
VWA
136
Visionary Wealth Advisors
Illinois
$8.23M +$444K +15,835 +6%
AFP
137
Ausdal Financial Partners
Iowa
$7.83M +$16.2K +578 +0.2%
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$7.76M +$331K +11,796 +4%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$7.75M -$290K -10,336 -4%
BAMG
140
Brand Asset Management Group
Missouri
$7.72M -$169K -6,042 -2%
PAG
141
Private Advisor Group
New Jersey
$7.72M -$300K -10,702 -4%
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.65M +$220K +7,858 +3%
WT
143
Whittier Trust
California
$7.61M +$898K +32,026 +13%
BDF
144
Black Diamond Financial
Maryland
$7.53M +$78K +2,780 +1%
CSP
145
Cary Street Partners
Virginia
$7.48M -$491K -17,494 -6%
Osaic Holdings
146
Osaic Holdings
Arizona
$7.47M -$3.31M -118,714 -31%
CFIA
147
Cantor Fitzgerald Investment Advisors
New York
$7.33M +$797K +28,430 +12%
AMM
148
American Money Management
California
$7.18M +$57.6K +2,053 +0.8%
PVAMC
149
PPS&V Asset Management Consultants
Michigan
$7.08M +$452K +16,120 +7%
JCM
150
Jacobi Capital Management
Pennsylvania
$7.06M -$401K -14,306 -5%
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