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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 %
AMM
151
American Money Management
California
$6.65M +$209K +7,969 +3%
MWM
152
Meridian Wealth Management
Kentucky
$6.56M -$94.3K -3,601 -1%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$6.55M -$400K -15,257 -6%
JWBC
154
John W. Brooker & Co
California
$6.5M -$17.6K -671 -0.3%
SA
155
Scarborough Advisors
Maryland
$6.46M -$76.9K -2,937 -1%
SS
156
Sunbelt Securities
Texas
$6.39M -$81.9K -3,125 -1%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$6.29M -$507K -19,357 -7%
BSAM
158
Blue Square Asset Management
New York
$6.28M -$2.4M -91,561 -28%
WT
159
Whittier Trust
California
$6.27M – – –
PVAMC
160
PPS&V Asset Management Consultants
Michigan
$6.19M +$7.83K +299 +0.1%
CFIA
161
Cantor Fitzgerald Investment Advisors
New York
$6.1M +$2.09M +79,809 +52%
CWM
162
Congress Wealth Management
Massachusetts
$6.06M +$858K +32,604 +16%
SF
163
Schaeffer Financial
Maryland
$6.06M -$2.39M -91,290 -28%
MBI
164
May Barnhard Investments
Maryland
$6.06M -$784K -29,940 -11%
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$6.01M -$1.15M -43,834 -16%
SAM
166
Smithbridge Asset Management
Pennsylvania
$5.95M +$5.95M +227,193 New
NOI
167
Newton One Investments
Delaware
$5.92M -$11.2K -426 -0.2%
TYCC
168
Texas Yale Capital Corp
Florida
$5.91M +$711K +27,155 +14%
JJBC
169
James J. Burns & Company
New York
$5.84M +$21.4K +815 +0.4%
FSWA
170
Financial Synergies Wealth Advisors
Texas
$5.8M -$182K -6,961 -3%
WPIC
171
White Pine Investment Company
Michigan
$5.77M +$852K +32,514 +17%
BP
172
Broadleaf Partners
Ohio
$5.74M -$20.1K -767 -0.3%
GCP
173
Gill Capital Partners
Colorado
$5.73M +$238K +9,090 +4%
BWM
174
Brown Wealth Management
Illinois
$5.64M -$119K -4,541 -2%
NCMW
175
Northern Capital Management (Washington)
Washington
$5.59M -$218K -8,330 -4%
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