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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 %
ECM
251
Exchange Capital Management
Michigan
$3.21M -$639K -23,054 -17%
EW
252
Element Wealth
Mississippi
$3.21M -$12.5K -452 -0.4%
ZF
253
Zhang Financial
Michigan
$3.2M +$201K +7,238 +7%
MMCM
254
Murphy & Mullick Capital Management
New York
$3.2M +$3.2M +115,411 New
RWP
255
Revolve Wealth Partners
New Jersey
$3.19M -$60.3K -2,177 -2%
CP
256
Capital Planning
Washington
$3.15M +$362K +13,066 +13%
PIAS
257
PCA Investment Advisory Services
Ohio
$3.15M -$108K -3,914 -3%
BA
258
Bristlecone Advisors
Washington
$3.13M +$19.1K +689 +0.6%
SF
259
Safeguard Financial
Wisconsin
$3.11M -$343K -12,364 -10%
MG
260
Mather Group
Illinois
$3.1M -$126K -4,558 -4%
WFAG
261
Wescott Financial Advisory Group
Pennsylvania
$3.09M +$10.4K +375 +0.3%
CP
262
Creekside Partners
California
$3.07M +$73.8K +2,662 +2%
BBWP
263
Beacon Bridge Wealth Partners
Pennsylvania
$3.05M -$10.4K -376 -0.3%
TWG
264
The Wealth Group
Minnesota
$3.01M -$7.54K -272 -0.2%
IAA
265
Independent Advisor Alliance
North Carolina
$2.98M +$2.62M +94,643 +730%
VFPW
266
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.97M -$21.8K -788 -0.7%
SAW
267
Signal Advisors Wealth
Michigan
$2.96M +$2.96M +106,717 New
CCM
268
Coldstream Capital Management
Washington
$2.94M -$3.13K -113 -0.1%
PWMAG
269
Pinnacle Wealth Management Advisory Group
New Jersey
$2.92M -$251K -9,045 -8%
WP
270
WealthShield Partners
North Carolina
$2.91M +$96.7K +3,491 +3%
UIA
271
Ulland Investment Advisors
Minnesota
$2.88M +$106K +3,821 +4%
HA
272
HC Advisors
Georgia
$2.85M +$20.5K +741 +0.7%
AAIM
273
Asset Advisors Investment Management
Georgia
$2.8M -$200K -7,225 -7%
OFG
274
Orcam Financial Group
California
$2.79M +$3.77K +136 +0.1%
JCIA
275
Jackson Creek Investment Advisors
Colorado
$2.78M +$18.1K +654 +0.7%
9 10
11
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