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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 %
EWP
426
Elevation Wealth Partners
California
$1.16M -$555K -20,033 -32%
WA
427
Whipplewood Advisors
Colorado
$1.16M +$1.16M +41,924 New
GB
428
Goepper Burkhardt
South Carolina
$1.16M -$111K -3,989 -9%
BRWA
429
B. Riley Wealth Advisors
Florida
$1.16M +$8.48K +306 +0.7%
HI
430
Harbour Investments
Wisconsin
$1.15M +$47.5K +1,713 +4%
SFWA
431
Summit Financial Wealth Advisors
Louisiana
$1.14M +$126K +4,400 +12%
ATI
432
ARK & TLK Investments
Oklahoma
$1.14M – – –
KLI
433
Kelman-Lazarov Inc
Tennessee
$1.14M +$21K +759 +2%
CS
434
Crescent Sterling
Louisiana
$1.13M -$43.6K -1,574 -4%
SIC
435
Sigma Investment Counselors
Michigan
$1.13M -$7.09K -256 -0.6%
CIR
436
Clear Investment Research
Georgia
$1.13M -$1.36K -49 -0.1%
Janney Montgomery Scott
437
Janney Montgomery Scott
Pennsylvania
$1.12M -$17.6K -636 -2%
QCG
438
Quadrant Capital Group
Ohio
$1.11M -$9.56K -345 -0.9%
GIA
439
GHP Investment Advisors
Colorado
$1.1M +$53K +1,911 +5%
PA
440
Parallel Advisors
California
$1.09M +$54.3K +1,959 +5%
MCA
441
Midwest Capital Advisors
Michigan
$1.08M +$1.08M +38,988 New
SAM
442
Sawgrass Asset Management
Florida
$1.07M +$15.3K +551 +1%
GG
443
Greenwood Gearhart
Arkansas
$1.07M +$716K +25,848 +204%
FC
444
Forte Capital
New York
$1.07M -$50.6K -1,826 -5%
BFG
445
Bouchey Financial Group
New York
$1.06M – – –
RWP
446
RWA Wealth Partners
Massachusetts
$1.06M -$4.82K -174 -0.5%
Jane Street
447
Jane Street
New York
$1.06M -$151K -5,451 -12%
GWWM
448
Great Waters Wealth Management
Minnesota
$1.05M -$31.1K -1,123 -3%
GFG
449
Grantvest Financial Group
New Jersey
$1.04M +$1.04M +37,634 New
FPF
450
First Pacific Financial
Washington
$1.04M -$270K -9,760 -21%
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