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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.54B
2
RWM
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
Ameriprise
Minnesota
$47.7M
5
OIA
OneDigital Investment Advisors
Kansas
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
126
Lee Financial
Texas
$8.48M -$157K -5,978 -2%
GCA
127
Gradient Capital Advisors
California
$8.29M +$312K +11,907 +4%
PIMG
128
Patriot Investment Management Group
Tennessee
$8.27M +$140K +5,354 +2%
PTCG
129
Pring Turner Capital Group
California
$8.27M -$374K -14,277 -4%
MCC
130
Money Concepts Capital
Florida
$8.08M +$253K +9,666 +3%
BWM
131
Bernard Wealth Management
Michigan
$8.05M +$412K +15,728 +5%
Truist Financial
132
Truist Financial
North Carolina
$7.98M +$22.9K +873 +0.3%
MTIC
133
Missouri Trust & Investment Company
Missouri
$7.97M +$45.4K +1,731 +0.6%
AQR Capital Management
134
AQR Capital Management
Connecticut
$7.83M +$1.45M +55,325 +23%
KCPG
135
Kavar Capital Partners Group
Kansas
$7.71M +$885K +33,776 +13%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$7.51M +$482K +18,413 +7%
MFT
137
Moisand Fitzgerald Tamayo
Florida
$7.51M -$80.9K -3,089 -1%
PAG
138
Private Advisor Group
New Jersey
$7.49M -$438K -16,729 -6%
CSP
139
Cary Street Partners
Virginia
$7.44M -$363K -13,863 -5%
TC
140
TownSquare Capital
Utah
$7.4M +$67.5K +2,578 +0.9%
BAMG
141
Brand Asset Management Group
Missouri
$7.37M -$102K -3,908 -1%
AFP
142
Ausdal Financial Partners
Iowa
$7.3M +$144K +5,501 +2%
VWA
143
Visionary Wealth Advisors
Illinois
$7.27M -$73.9K -2,819 -1%
CCFM
144
Clear Creek Financial Management
Washington
$7.26M -$1.18M -45,071 -14%
CAM
145
Cresset Asset Management
Illinois
$7.24M +$410K +15,667 +6%
LA
146
LexAurum Advisors
Kansas
$7.21M +$352K +13,426 +5%
JCM
147
Jacobi Capital Management
Pennsylvania
$6.97M -$405K -15,458 -5%
BDF
148
Black Diamond Financial
Maryland
$6.96M +$60.7K +2,315 +0.9%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$6.94M +$193K +7,381 +3%
MWP
150
Meridian Wealth Partners
Pennsylvania
$6.94M -$203K -7,738 -3%
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