Schwab US Mid-Cap ETF
SCHM
944 hedge funds and large institutions have $7.76B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 386 reducing their positions, and 40 closing their positions.
110% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 40
6% more capital invested
Capital invested by funds: $7.29B → $7.76B (+$465M)
4% more funds holding
Funds holding: 911 → 944 (+33)
1.07% less ownership
Funds ownership: 68.16% → 67.08% (-1.1%)
3% less funds holding in top 10
Funds holding in top 10: 67 → 65 (-2)
12% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 386
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$54.6M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$41.9M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$28.3M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$18.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$111M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40.7M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$30M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$23.9M |
| 5 |
Cerity Partners
New York
|
-$23.9M |
SCHM Hedge Fund Activity: Q2 2025 in Review
944 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2025, worth a combined $7.76B — up 6.4% from $7.29B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SCHM positions and 40 closed out — a net gain of 44 holders — while 339 added to existing stakes and 386 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $54.6M. The largest seller was UBS Group, cutting an estimated $111M.
- 944 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2025, up from 911 in Q1 2025.
- Funds reported $7.76B of Schwab US Mid-Cap ETF stock for Q2 2025, up 6.4% quarter-over-quarter.
- 84 funds opened new Schwab US Mid-Cap ETF positions in Q2 2025 and 40 closed out, a net change of +44 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $54.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2025 was UBS Group, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2025.