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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

922 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, 358 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+46
Holders Change %
+5.25%
% of All Funds
12.27%
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
358
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
301
Sequoia Financial Advisors
Ohio
$2.36M +$152K +5,476 +7%
RDWM
302
Red Door Wealth Management
Tennessee
$2.33M +$297K +10,708 +15%
CA
303
Centerpoint Advisors
Massachusetts
$2.33M – – –
EH
304
Equitable Holdings
New York
$2.3M +$98.8K +3,567 +4%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$2.28M -$33.5K -1,209 -1%
WA
306
WBH Advisory
Maryland
$2.26M -$16.4K -591 -0.7%
DWM
307
Dakota Wealth Management
Florida
$2.25M -$22.2K -801 -1%
DBRC
308
D.B. Root & Company
Pennsylvania
$2.22M +$726K +26,202 +48%
DWM
309
Destination Wealth Management
California
$2.22M -$21.5K -777 -1%
VWA
310
VSM Wealth Advisory
Maryland
$2.22M +$2.22M +80,182 New
BWM
311
BCS Wealth Management
Tennessee
$2.22M +$2.22M +79,925 New
SFP
312
Strategic Financial Planning
Texas
$2.21M -$5.49K -198 -0.2%
Betterment LLC
313
Betterment LLC
New York
$2.21M -$87K -3,140 -4%
AIM
314
Athena Investment Management
California
$2.19M +$35.6K +1,283 +2%
NRI
315
NFP Retirement Inc
California
$2.17M -$19.4K -699 -0.9%
KWA
316
Kingswood Wealth Advisors
California
$2.17M +$132K +4,766 +6%
KF
317
Krilogy Financial
Missouri
$2.16M -$5.43K -196 -0.3%
JPLA
318
Joseph P. Lucia & Associates
New York
$2.15M -$68K -2,454 -3%
CFGSD
319
Compass Financial Group (South Dakota)
South Dakota
$2.15M +$22.4K +810 +1%
SP
320
SWS Partners
Ohio
$2.13M +$8.7K +314 +0.4%
NHC
321
Nicholas Hoffman & Company
Georgia
$2.13M +$5.13K +185 +0.2%
WCM
322
Winthrop Capital Management
Indiana
$2.1M +$2.1M +75,798 New
SLT
323
St Louis Trust
Missouri
$2.09M – – –
AGC
324
Aspen Grove Capital
Colorado
$2.06M +$8.4K +303 +0.4%
QWM
325
Quadcap Wealth Management
Texas
$2.04M +$188K +6,775 +10%
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