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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 %
MAM
276
Marquette Asset Management
Minnesota
$2.76M -$10.1K -366 -0.4%
NC
277
Napatree Capital
Rhode Island
$2.74M -$238K -8,595 -8%
AFO
278
Arrowroot Family Office
California
$2.73M -$778K -28,074 -22%
BSHC
279
Breed's Hill Capital
Massachusetts
$2.7M – – –
ACA
280
Aptus Capital Advisors
Alabama
$2.68M -$70.7K -2,553 -3%
ACA
281
Affinity Capital Advisors
California
$2.67M -$208K -7,443 -7%
UCFA
282
United Capital Financial Advisors
Texas
$2.66M -$18.8K -677 -0.7%
TW
283
Transform Wealth
Colorado
$2.65M -$153K -5,518 -5%
SPA
284
Sentinel Pension Advisors
Massachusetts
$2.63M -$420K -15,147 -14%
RWA
285
River Wealth Advisors
Pennsylvania
$2.61M -$59.4K -2,145 -2%
CL
286
Choreo LLC
Illinois
$2.59M +$213K +7,684 +9%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$2.57M -$232K -8,377 -8%
SWM
288
SeaCrest Wealth Management
New York
$2.55M +$35.2K +1,271 +1%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$2.55M +$166K +6,004 +7%
LIWM
290
Long Island Wealth Management
New York
$2.54M -$1.02M -36,986 -29%
PWM
291
Prentice Wealth Management
New York
$2.52M +$270K +9,743 +12%
TWM
292
Tradition Wealth Management
Minnesota
$2.51M +$10.6K +384 +0.4%
CFS
293
CRA Financial Services
New Jersey
$2.49M -$167K -6,037 -6%
MA
294
MBA Advisors
Pennsylvania
$2.49M -$29.3K -1,056 -1%
BFS
295
Burkett Financial Services
South Carolina
$2.48M -$24.6K -889 -1%
LCM
296
Leisure Capital Management
California
$2.46M -$188K -6,770 -7%
CFG
297
Clayton Financial Group
Missouri
$2.42M +$44.4K +1,603 +2%
GRP
298
Global Retirement Partners
California
$2.41M +$15.2K +548 +0.6%
KW
299
Keyvantage Wealth
Pennsylvania
$2.4M +$2.4M +86,573 New
ML
300
McAdam LLC
Pennsylvania
$2.36M +$1M +36,099 +73%
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