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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 %
PMFA
201
Plante Moran Financial Advisors
Michigan
$4.21M +$915K +34,912 +28%
LBC
202
Lowe Brockenbrough & Co
Virginia
$4.2M -$105K -4,001 -2%
CW
203
Code Waechter
Florida
$4.17M +$388K +14,808 +10%
HWA
204
Hilltop Wealth Advisors
North Carolina
$4.13M -$202K -7,720 -5%
Betterment LLC
205
Betterment LLC
New York
$4.12M +$2.03M +77,431 +97%
Royal Bank of Canada
206
Royal Bank of Canada
Ontario, Canada
$4.04M +$195K +7,443 +5%
MAS
207
Madden Advisory Services
Florida
$4.01M +$28.9K +1,102 +0.7%
DWM
208
Diversify Wealth Management
Utah
$3.92M -$9.97K -389 -0.3%
SCM
209
Steele Capital Management
Iowa
$3.87M – – –
WMG
210
WESCAP Management Group
California
$3.85M -$908K -34,649 -19%
CWA
211
Carolina Wealth Advisors
South Carolina
$3.81M -$47.5K -1,813 -1%
AOWM
212
Alpha Omega Wealth Management
Virginia
$3.77M +$112K +4,282 +3%
JWS
213
Juncture Wealth Strategies
Arizona
$3.73M -$39.7K -1,515 -1%
ACM
214
Arcataur Capital Management
Wisconsin
$3.73M -$105K -4,022 -3%
SFMG
215
Sage Financial Management Group
Virginia
$3.72M -$119K -4,530 -3%
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$3.65M +$29.4K +1,123 +0.8%
AWA
217
Acorn Wealth Advisors
Michigan
$3.65M -$67K -2,556 -2%
CM
218
Columbus Macro
Pennsylvania
$3.61M +$6.18K +236 +0.2%
BWG
219
Balanced Wealth Group
Ohio
$3.61M +$138K +5,277 +4%
ISWM
220
Independent Solutions Wealth Management
New York
$3.57M +$120K +4,592 +3%
CFG
221
Citizens Financial Group
Rhode Island
$3.55M +$10.4K +398 +0.3%
PA
222
Pinnacle Associates
New York
$3.53M +$458K +17,473 +15%
NYLIM
223
New York Life Investment Management
New York
$3.5M +$3.5M +133,530 New
EF
224
Envision Financial
Wisconsin
$3.48M -$273K -10,416 -7%
AF
225
Apollon Financial
South Carolina
$3.46M -$7.26K -277 -0.2%
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