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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 %
MMHP
351
Murphy Middleton Hinkle & Parker
Georgia
$1.79M -$33K -1,192 -2%
PA
352
PFG Advisors
Arizona
$1.77M +$13.8K +497 +0.8%
AWE
353
Avidian Wealth Enterprises
Texas
$1.74M +$139 +5 +0%
FA
354
Fagan Associates
New York
$1.74M +$15.5K +561 +0.9%
EFS
355
Econ Financial Services
Pennsylvania
$1.74M -$67.8K -2,445 -4%
PFT
356
Providence First Trust
Arizona
$1.71M -$844K -30,446 -33%
NIA
357
NBZ Investment Advisors
Tennessee
$1.71M +$1.71M +61,761 New
AIA
358
Armor Investment Advisors
North Carolina
$1.7M -$47.7K -1,721 -3%
VVP
359
Venture Visionary Partners
Ohio
$1.69M -$23.5K -849 -1%
CFA
360
Cahill Financial Advisors
Minnesota
$1.69M +$43.4K +1,565 +3%
SEIA
361
Signature Estate & Investment Advisors
California
$1.69M -$13.9K -503 -0.8%
ICMM
362
Integrated Capital Management (Michigan)
Michigan
$1.67M +$40.6K +1,465 +2%
AFG
363
Atomi Financial Group
New York
$1.67M +$1.19M +42,798 +245%
KHC
364
Koesten Hirschmann & Crabtree
Kansas
$1.62M – – –
SMC
365
Smith, Moore & Co
Missouri
$1.61M -$16.4K -593 -1%
CA
366
Cambridge Advisors
Nebraska
$1.6M +$7.98K +288 +0.5%
PIA
367
Panoramic Investment Advisors
Colorado
$1.58M +$26.3K +948 +2%
WF
368
Warner Financial
Maryland
$1.57M +$3.38K +122 +0.2%
JWA
369
JFS Wealth Advisors
Pennsylvania
$1.56M -$7.29K -263 -0.5%
BF
370
Blankinship & Foster
California
$1.55M -$22.4K -810 -1%
IAN
371
Integrated Advisors Network
Texas
$1.55M +$9.89K +357 +0.6%
SAF
372
Smith Anglin Financial
Texas
$1.54M +$4.63K +167 +0.3%
PFM
373
Phillips Financial Management
Indiana
$1.54M -$10.1K -365 -0.7%
ECG
374
Edge Capital Group
Georgia
$1.54M – – –
OCM
375
One Capital Management
California
$1.54M -$33.2K -1,197 -2%
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