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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 %
MBI
201
May Barnhard Investments
Maryland
$4.3M -$2.19M -78,034 -34%
DWM
202
Diversify Wealth Management
Utah
$4.24M -$160K -5,563 -4%
LIM
203
Lathrop Investment Management
Arkansas
$4.19M -$350K -12,491 -8%
CW
204
Code Waechter
Florida
$4.17M -$292K -10,394 -7%
SCM
205
Steele Capital Management
Iowa
$4.15M – – –
CM
206
Columbus Macro
Pennsylvania
$4.05M +$186K +6,633 +5%
AOWM
207
Alpha Omega Wealth Management
Virginia
$4.05M +$13.5K +482 +0.3%
CWA
208
Carolina Wealth Advisors
South Carolina
$4.03M -$49.4K -1,762 -1%
ISWM
209
Independent Solutions Wealth Management
New York
$4.03M +$208K +7,430 +5%
LBC
210
Lowe Brockenbrough & Co
Virginia
$4.01M -$481K -17,145 -11%
CP
211
Creekside Partners
California
$4M +$459K +16,358 +13%
VFS
212
Valpey Financial Services
New Hampshire
$3.99M +$3.99M +142,313 New
ACM
213
Arcataur Capital Management
Wisconsin
$3.97M -$21.3K -760 -0.5%
BBPWM
214
Blue Bell Private Wealth Management
Pennsylvania
$3.91M -$252 -9 -0%
BWG
215
Balanced Wealth Group
Ohio
$3.9M -$38.6K -1,351 -1%
SFMG
216
Sage Financial Management Group
Virginia
$3.87M -$107K -3,797 -3%
PWM
217
Perigon Wealth Management
California
$3.84M +$550K +19,592 +17%
KAS
218
Kestra Advisory Services
Texas
$3.82M +$208K +7,414 +6%
RC
219
Roundview Capital
New Jersey
$3.82M +$319K +11,371 +9%
CFG
220
Citizens Financial Group
Rhode Island
$3.8M +$3.53K +126 +0.1%
AWA
221
Acorn Wealth Advisors
Michigan
$3.72M -$178K -6,360 -5%
WMG
222
WESCAP Management Group
California
$3.65M -$480K -17,108 -12%
EF
223
Envision Financial
Wisconsin
$3.64M -$85.4K -3,043 -2%
Stifel Financial
224
Stifel Financial
Missouri
$3.63M +$222K +7,909 +7%
AF
225
Apollon Financial
South Carolina
$3.6M -$101K -3,600 -3%
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