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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 %
UAG
401
United Advisor Group
Ohio
$1.34M +$1.34M +48,397 New
IWP
402
IAG Wealth Partners
Wisconsin
$1.33M -$37.6K -1,356 -3%
1WM
403
1900 Wealth Management
Texas
$1.33M +$32.2K +1,163 +2%
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$1.33M +$341K +12,301 +34%
PSCM
405
Per Stirling Capital Management
Texas
$1.33M -$9.48K -342 -0.7%
IFS
406
Ifrah Financial Services
Arkansas
$1.32M -$113K -4,078 -8%
ES
407
ETF Store
Kansas
$1.32M +$127K +4,566 +11%
SAM
408
S.A. Mason
Michigan
$1.32M +$20.4K +735 +2%
SEM
409
Strategic Equity Management
Arizona
$1.3M -$187K -6,761 -13%
EGM
410
Engineers Gate Manager
New York
$1.3M +$1.3M +46,749 New
HIC
411
Holderness Investments Company
North Carolina
$1.29M -$8.81K -318 -0.7%
CPRC
412
Consolidated Portfolio Review Corp
New York
$1.26M +$1.26M +45,297 New
NGA
413
Naples Global Advisors
Florida
$1.25M -$50.8K -1,834 -4%
LFG
414
Leverty Financial Group
Wisconsin
$1.25M +$270K +9,753 +28%
US Bancorp
415
US Bancorp
Minnesota
$1.25M -$21.8K -785 -2%
LB
416
Legacy Bridge
Iowa
$1.24M – – –
LTL
417
Lowery Thomas LLC
California
$1.23M +$38.4K +1,385 +3%
GL
418
Graypoint LLC
New York
$1.22M -$35.7K -1,289 -3%
Natixis Advisors
419
Natixis Advisors
Massachusetts
$1.22M +$298K +10,746 +32%
CCM
420
Condor Capital Management
New Jersey
$1.19M -$19.5K -705 -2%
RWM
421
Rialto Wealth Management
New York
$1.19M +$1.19M +42,816 New
CAG
422
Csenge Advisory Group
Florida
$1.18M -$1.81M -65,481 -61%
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$1.17M +$12.4K +446 +1%
BCA
424
Bay Colony Advisors
Massachusetts
$1.17M -$159K -5,744 -12%
CIA
425
Compass Investment Advisers
Oregon
$1.17M +$1.17M +42,145 New
15 16
17
18 19