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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 hedge funds and large institutions have $25.5B invested in Schwab US Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 333 increasing their positions, 357 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+46
Holders Change %
+5.26%
% of All Funds
12.26%
Holding in Top 10
79
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.72%
% of All Funds
1.05%
New
105
Increased
333
Reduced
357
Closed
43
Calls
$410K
Puts
$30K
Net Calls
+$380K
Net Calls Change
+$23K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$534M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$11.9M
4
CAG
Compass Advisory Group
New York
+$11.1M
5
MCM
MAI Capital Management
Ohio
+$10.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$509M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$390M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$106M
4
CPIG
Chicago Partners Investment Group
Illinois
-$33.3M
5
DAS
Dynamic Advisor Solutions
Arizona
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Souders Financial Advisors
Ohio
$3.77M -$19.2K -692 -0.5%
CFG
227
Citizens Financial Group
Rhode Island
$3.74M +$14.8K +535 +0.4%
MMA
228
Miracle Mile Advisors
California
$3.74M -$2.06M -74,242 -36%
ACA
229
Atlas Capital Advisors
Wyoming
$3.69M +$181K +6,541 +5%
FVWA
230
Foster Victor Wealth Advisors
South Carolina
$3.67M -$294K -10,189 -7%
AF
231
Apollon Financial
South Carolina
$3.67M +$117K +4,210 +3%
NA
232
NewEdge Advisors
Louisiana
$3.65M -$405K -14,611 -10%
ISWM
233
Independent Solutions Wealth Management
New York
$3.65M -$268K -9,660 -7%
AWG
234
Altus Wealth Group
Colorado
$3.64M -$139K -5,018 -4%
VCM
235
Vivaldi Capital Management
Illinois
$3.61M +$275K +9,492 +8%
EFG
236
Everhart Financial Group
Ohio
$3.54M -$531K -19,166 -13%
CCM
237
Colorado Capital Management
Colorado
$3.52M -$1.87M -67,646 -35%
Stifel Financial
238
Stifel Financial
Missouri
$3.49M +$584K +21,087 +20%
PMFA
239
Plante Moran Financial Advisors
Michigan
$3.48M -$54.8K -1,979 -2%
RC
240
Roundview Capital
New Jersey
$3.48M +$37.9K +1,367 +1%
NIM
241
Nicollet Investment Management
Minnesota
$3.47M +$45.3K +1,635 +1%
FPCP
242
Fort Point Capital Partners
California
$3.46M +$2.74M +99,048 +384%
B
243
Bensler
Washington
$3.42M -$328K -11,819 -9%
PWM
244
Perigon Wealth Management
California
$3.38M -$16.2K -564 -0.5%
VBWMG
245
Von Berge Wealth Management Group
California
$3.37M -$6.7M -229,404 -67%
CCWA
246
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.36M -$1.05M -37,879 -24%
PSIWM
247
Paradigm Strategies in Wealth Management
Minnesota
$3.33M -$108K -3,895 -3%
AAS
248
Ameritas Advisory Services
Nebraska
$3.28M +$1.12M +40,320 +52%
MHC
249
May Hill Capital
Massachusetts
$3.27M +$3.27M +118,028 New
PA
250
Pinnacle Associates
New York
$3.25M -$372K -13,430 -10%
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