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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 %
AFG
376
Arkansas Financial Group
Arkansas
$1.53M -$5.13K -185 -0.3%
FBB
377
Fulton Breakefield Broenniman
Maryland
$1.51M +$5.65K +204 +0.4%
MWP
378
Madison Wealth Partners
Wisconsin
$1.5M +$184K +6,639 +14%
EFG
379
Embree Financial Group
Illinois
$1.5M +$109K +3,951 +8%
CAM
380
Chandler Asset Management
California
$1.49M +$6.07K +219 +0.4%
Lazard Asset Management
381
Lazard Asset Management
New York
$1.49M – – –
Millennium Management
382
Millennium Management
New York
$1.47M +$1.47M +53,041 New
OFS
383
Oldfather Financial Services
Nebraska
$1.47M -$18.4K -663 -1%
LC
384
LTG Capital
Massachusetts
$1.47M +$1.39K +50 +0.1%
SWM
385
Sculati Wealth Management
Michigan
$1.46M -$30.3K -1,095 -2%
BL
386
BFSG LLC
California
$1.46M -$333 -12 -0%
AWM
387
Apollon Wealth Management
South Carolina
$1.45M +$40.3K +1,455 +3%
BWM
388
Benchmark Wealth Management
Connecticut
$1.44M +$142K +5,112 +11%
OWA
389
Opal Wealth Advisors
New York
$1.44M +$70K +2,525 +5%
JWCA
390
J.W. Cole Advisors
Florida
$1.44M +$176K +6,337 +14%
BWL
391
Bogart Wealth LLC
Virginia
$1.43M +$5.57K +201 +0.4%
CFO
392
CVA Family Office
Colorado
$1.42M +$457K +16,495 +47%
SHJ
393
Sharkey, Howes & Javer
Colorado
$1.41M – – –
IWMA
394
Ironwood Wealth Management (Arizona)
Arizona
$1.4M -$102K -3,696 -7%
CIG
395
CHB Investment Group
Pennsylvania
$1.39M -$52K -1,876 -4%
PVI
396
Pine Valley Investments
New Jersey
$1.39M +$174K +6,284 +14%
AllianceBernstein
397
AllianceBernstein
Tennessee
$1.38M -$65.9K -2,378 -5%
AL
398
Aspiriant LLC
California
$1.38M +$67.8K +2,448 +5%
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
$1.37M -$1.46M -52,782 -52%
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.36M +$56.3K +2,032 +4%
14 15
16
17 18