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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.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.41%
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
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.69B
3
AA
Advisory Alpha
Michigan
$235M
4
Creative Planning
Creative Planning
Kansas
$830M
5
Corient Private Wealth
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
Davenport & Co
Virginia
$11.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
Cerity Partners
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
176
Pure Financial Advisors
California
$5.42M -$148K -5,288 -3%
FLFS
177
Family Legacy Financial Solutions
North Carolina
$5.38M +$5.38M +191,950 New
NOI
178
Newton One Investments
Delaware
$5.37M -$976K -34,804 -15%
SOS
179
Silver Oak Securities
Tennessee
$5.29M -$70.2K -2,502 -1%
VIA
180
Victrix Investment Advisors
Florida
$5.16M -$74K -2,639 -1%
Betterment LLC
181
Betterment LLC
New York
$5.15M +$742K +26,469 +17%
RWM
182
Reston Wealth Management
Virginia
$5.13M +$421K +15,020 +9%
GG
183
Gleason Group
Kentucky
$5.07M +$62.5K +2,227 +1%
CPA
184
Cathy Pareto & Associates
Florida
$5.02M +$186K +6,616 +4%
TYCC
185
Texas Yale Capital Corp
Florida
$4.98M -$1.34M -47,878 -21%
BBW
186
Blue Barn Wealth
Utah
$4.83M +$247K +8,798 +5%
Northern Trust
187
Northern Trust
Illinois
$4.78M +$4.39M +156,446 +1,122%
OFS
188
OneAscent Financial Services
Alabama
$4.78M -$4.67M -166,456 -49%
PAG
189
Powers Advisory Group
Illinois
$4.75M +$129K +4,585 +3%
LSWP
190
Liberty Square Wealth Partners
Pennsylvania
$4.71M -$1M -35,741 -18%
B
191
Birchbrook
Maine
$4.65M -$541K -19,302 -10%
MCM
192
Mengis Capital Management
Oregon
$4.62M -$92.4K -3,295 -2%
MAM
193
McCarthy Asset Management
California
$4.51M -$36.7K -1,310 -0.8%
MI
194
Moneywise Inc
Virginia
$4.5M -$827K -29,500 -16%
GVAG
195
Great Valley Advisor Group
Delaware
$4.47M -$177K -6,309 -4%
FIC
196
Family Investment Center
Missouri
$4.45M -$68.4K -2,439 -2%
HWA
197
Hilltop Wealth Advisors
North Carolina
$4.41M -$10.3K -366 -0.2%
MAS
198
Madden Advisory Services
Florida
$4.37M +$79.2K +2,825 +2%
NDSI
199
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M -$245K -8,744 -5%
GPFA
200
Game Plan Financial Advisors
Ohio
$4.31M -$682K -24,321 -14%
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