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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

920 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 104 funds opening new positions, 333 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
920
Holders Change
+45
Holders Change %
+5.14%
% of All Funds
12.25%
Holding in Top 10
79
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.72%
% of All Funds
1.05%
New
104
Increased
333
Reduced
357
Closed
43
Calls
$410K
Puts
$30K
Net Calls
+$380K
Net Calls Change
+$23K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.9B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$210M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$46.2M
4
CAG
4
Compass Advisory Group
New York
$17M
5
MCM
5
MAI Capital Management
Ohio
$18.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.65B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$207M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.4M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$18.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$42M +$1.35M +48,542 +3%
RWM
27
RKL Wealth Management
Pennsylvania
$40.8M -$6.87M -247,977 -14%
DC
28
Davenport & Co
Virginia
$40.4M +$1.97M +70,965 +5%
BBA
29
BLB&B Advisors
Pennsylvania
$38.8M -$617K -22,266 -2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$35.7M +$9.9M +357,338 +38%
SAM
31
Summit Asset Management
Tennessee
$34.1M +$1.06M +38,212 +3%
EWA
32
Exencial Wealth Advisors
Oklahoma
$30.7M +$1.54M +55,753 +5%
BCMO
33
Buckingham Capital Management (Ohio)
Ohio
$29.5M -$545K -19,685 -2%
EGWAG
34
Elwood & Goetz Wealth Advisory Group
Georgia
$29.4M +$1.05M +37,943 +4%
Morgan Stanley
35
Morgan Stanley
New York
$29.3M +$800K +28,858 +3%
OIA
36
OneDigital Investment Advisors
Kansas
$28.7M -$2.86M -103,347 -9%
MAG
37
Mokosak Advisory Group
Iowa
$28.5M +$70.4K +2,541 +0.2%
CRC
38
Curi RMB Capital
Illinois
$28.5M +$234K +8,437 +0.8%
CWM
39
Campbell Wealth Management
Virginia
$25.6M +$1.05M +37,986 +4%
MWM
40
Modera Wealth Management
New Jersey
$25.3M -$481K -17,371 -2%
Bank of America
41
Bank of America
North Carolina
$24.7M +$3.74M +135,046 +18%
SFG
42
Sage Financial Group
Pennsylvania
$23M +$90.2K +3,254 +0.4%
HNW
43
High Note Wealth
Minnesota
$22.8M +$754K +27,198 +3%
MF
44
Manchester Financial
California
$22.7M -$1.71M -61,547 -7%
NFG
45
Northeast Financial Group
Pennsylvania
$21.5M -$210K -7,563 -1%
IA
46
IFP Advisors
Florida
$21.3M +$265K +9,571 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$19.5M -$175K -6,301 -0.9%
SIC
48
Salem Investment Counselors
North Carolina
$18.7M -$1.23M -44,293 -6%
NFW
49
Noble Family Wealth
Florida
$18.6M -$1.71M -61,736 -8%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$18.5M +$796K +28,726 +4%
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