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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 %
CA
176
Capital Advantage
California
$5.51M – – –
DFA
177
DHJJ Financial Advisors
Illinois
$5.51M -$20.3K -775 -0.4%
CIA
178
Cape Investment Advisory
Georgia
$5.5M -$79.8K -3,044 -1%
PWA
179
Peterson Wealth Advisors
Utah
$5.39M +$1.08M +45,984 +25%
AIM
180
Anchor Investment Management
South Carolina
$5.34M +$47.1K +1,796 +0.9%
LSWP
181
Liberty Square Wealth Partners
Pennsylvania
$5.33M -$357K -13,632 -6%
PFA
182
Pure Financial Advisors
California
$5.2M -$28K -1,068 -0.5%
BCM
183
Brookstone Capital Management
Illinois
$5.06M +$349K +13,305 +7%
SOS
184
Silver Oak Securities
Tennessee
$5M -$265K -10,137 -5%
MI
185
Moneywise Inc
Virginia
$4.98M -$472K -18,033 -9%
NCM
186
Northwest Capital Management
Oregon
$4.9M -$246K -9,387 -5%
B
187
Birchbrook
Maine
$4.85M -$453K -17,300 -9%
VIA
188
Victrix Investment Advisors
Florida
$4.74M +$4.74M +186,491 New
GG
189
Gleason Group
Kentucky
$4.67M -$143K -5,471 -3%
GPFA
190
Game Plan Financial Advisors
Ohio
$4.67M +$30.7K +1,173 +0.7%
CPA
191
Cathy Pareto & Associates
Florida
$4.51M -$354K -13,523 -7%
MCM
192
Mengis Capital Management
Oregon
$4.4M +$52.6K +2,008 +1%
RWM
193
Reston Wealth Management
Virginia
$4.4M +$293K +11,168 +7%
GVAG
194
Great Valley Advisor Group
Delaware
$4.34M -$190K -7,256 -4%
PAG
195
Powers Advisory Group
Illinois
$4.32M +$134K +5,101 +3%
NDSI
196
Newman Dignan & Sheerar Inc
Rhode Island
$4.3M -$3.11M -118,716 -42%
BBW
197
Blue Barn Wealth
Utah
$4.28M +$185K +7,056 +5%
LIM
198
Lathrop Investment Management
Arkansas
$4.24M -$578K -22,070 -12%
MAM
199
McCarthy Asset Management
California
$4.24M -$6.92K -264 -0.2%
FIC
200
Family Investment Center
Missouri
$4.22M -$245K -9,340 -5%
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