SCHM icon

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 %
FI
451
FIDELIS iM
Oregon
$1.04M -$290K -10,473 -22%
WCM
452
Wisconsin Capital Management
Wisconsin
$1.04M – – –
SFG
453
Stonebridge Financial Group
Pennsylvania
$1.03M +$1.03M +37,234 New
PCMC
454
Private Capital Management (Colorado)
Colorado
$1.03M +$914 +33 +0.1%
OIM
455
Orca Investment Management
Oregon
$1.03M -$107K -3,856 -9%
KWM
456
Kingsview Wealth Management
Oregon
$1.03M -$235K -8,492 -19%
Pathstone Holdings
457
Pathstone Holdings
New Jersey
$1.03M +$13.5K +486 +1%
AAS
458
Avantax Advisory Services
Texas
$1.02M +$7.87K +284 +0.8%
FPWM
459
Five Pine Wealth Management
Idaho
$1.02M +$1.02M +36,728 New
AWC
460
Adamsbrown Wealth Consultants
Kansas
$1.01M -$4.32K -156 -0.4%
EWA
461
EP Wealth Advisors
California
$1.01M +$2.27K +82 +0.2%
LJAC
462
L.J. Altfest & Co
New York
$1.01M +$27.2K +981 +3%
GT
463
Greenleaf Trust
Michigan
$1M +$91.1K +3,286 +10%
NFTC
464
North Forty Two & Co
Oregon
$999K +$999K +36,050 New
SPP
465
Single Point Partners
Massachusetts
$991K +$991K +35,765 New
BIA
466
Bigelow Investment Advisors
Maine
$989K -$26.3K -948 -3%
SAI
467
Savvy Advisors Inc
New York
$988K +$298K +10,752 +43%
CWM
468
Chesapeake Wealth Management
Virginia
$984K -$30.8K -1,111 -3%
MWA
469
Motive Wealth Advisors
Michigan
$984K – – –
BMCM
470
Burns Matteson Capital Management
New York
$970K +$2.44K +88 +0.3%
PWM
471
Paulson Wealth Management
Illinois
$969K -$182K -6,572 -16%
ANTB
472
AMG National Trust Bank
Colorado
$960K – – –
HP
473
Hilltop Partners
Indiana
$958K -$22.5K -813 -2%
CB
474
Commerce Bank
Missouri
$952K +$5.74K +207 +0.6%
CWM
475
Cornerstone Wealth Management
Missouri
$950K +$34.4K +1,241 +4%
17 18
19
20 21