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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.

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
1
Advisory Alpha
Michigan
$191M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$232M
3
WA
3
Waverly Advisors
Alabama
$47.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$34.6M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$24.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B
2
RWM
2
RKL Wealth Management
Pennsylvania
$23.6M
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$78.6M
4
Ameriprise
4
Ameriprise
Minnesota
$47.7M
5
OIA
5
OneDigital Investment Advisors
Kansas
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B 58,765,352 -636,187 -1%
Creative Planning
2
Creative Planning
Kansas
$758M 28,918,993 +324,254 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$263M 10,041,554 -36,016 -0.4%
MGIA
4
Moneta Group Investment Advisors
Missouri
$232M 8,865,258 +1,384,076 +19%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$215M 8,201,534 +616,733 +8%
AA
6
Advisory Alpha
Michigan
$191M 7,300,752 +1,581,924 +28%
Cerity Partners
7
Cerity Partners
New York
$181M 6,908,231 +193,939 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$155M 5,903,425 -185,855 -3%
UBS Group
9
UBS Group
Switzerland
$135M 5,148,336 +806,243 +19%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$110M 4,203,019 +23,009 +0.6%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$78.6M 3,000,909 -344,266 -10%
PCIA
12
Prime Capital Investment Advisors
Kansas
$77.9M 2,972,884 +882,107 +42%
JFG
13
JMG Financial Group
Illinois
$75.3M 2,875,095 -6,676 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$64.3M 2,452,411 -139,695 -5%
Raymond James Financial
15
Raymond James Financial
Florida
$63.3M 2,415,522 -4,228 -0.2%
Mariner
16
Mariner
Kansas
$57.3M 2,187,656 +26,475 +1%
SFS
17
Summit Financial Strategies
Ohio
$49.4M 1,886,684 -53,314 -3%
Ameriprise
18
Ameriprise
Minnesota
$47.7M 1,819,929 -307,210 -14%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$47.5M 1,611,068 -74,795 -4%
WA
20
Waverly Advisors
Alabama
$47.3M 1,805,978 +1,346,564 +293%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$43.4M 1,658,202 +368,908 +29%
LPL Financial
22
LPL Financial
California
$43.2M 1,648,859 +18,602 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$42.1M 1,607,151 +6,363 +0.4%
BPA
24
Beacon Pointe Advisors
California
$41.8M 1,595,114 -45,127 -3%
Morgan Stanley
25
Morgan Stanley
New York
$41.5M 1,584,389 +528,703 +50%
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