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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 %
SFG
326
Sunburst Financial Group
Alabama
$2.04M -$115K -4,147 -5%
CRFG
327
Columbia River Financial Group
Washington
$2.04M +$2.04M +73,469 New
NP
328
NorthRock Partners
Minnesota
$2.03M +$4.71K +170 +0.2%
BCM
329
Boltwood Capital Management
California
$2.03M -$3.55K -128 -0.2%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$2.01M -$507K -18,308 -20%
CWG
331
Cornerstone Wealth Group
North Carolina
$2M +$83K +2,996 +4%
IWC
332
Integrated Wealth Concepts
Massachusetts
$1.98M +$767K +27,666 +63%
LF
333
LifeSteps Financial
California
$1.97M -$4.3K -155 -0.2%
MPCA
334
Madison Park Capital Advisors
Washington
$1.93M -$29.8K -1,077 -2%
AL
335
ACAS LLC
California
$1.91M -$14.2K -488 -0.7%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$1.9M +$9.64K +348 +0.5%
IF
337
Ironwood Financial
Arizona
$1.89M +$215K +7,760 +13%
VCM
338
Vision Capital Management
Oregon
$1.87M -$6.93K -250 -0.4%
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$1.87M -$1.05K -38 -0.1%
CFO
340
Collective Family Office
Pennsylvania
$1.87M -$107K -3,865 -5%
SFO
341
Stokes Family Office
Louisiana
$1.86M +$107K +3,849 +6%
NCM
342
Novare Capital Management
North Carolina
$1.85M -$445K -16,074 -19%
VAF
343
Values Added Financial
District of Columbia
$1.83M +$73.6K +2,656 +4%
Renaissance Technologies
344
Renaissance Technologies
New York
$1.83M +$1.83M +66,100 New
BFA
345
Beaumont Financial Advisors
Massachusetts
$1.83M +$25.5K +921 +1%
TCM
346
Tradewinds Capital Management
Washington
$1.83M -$26.8M -966,260 -94%
WW
347
Waterfront Wealth
Kansas
$1.82M -$3.61M -130,147 -66%
KIA
348
KCM Investment Advisors
California
$1.82M – – –
SF
349
Summit Financial
New Jersey
$1.81M -$118K -4,253 -6%
MMHP
350
Murphy Middleton Hinkle & Parker
Georgia
$1.79M -$33K -1,192 -2%
12 13
14
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