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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 %
MA
476
MCF Advisors
Kentucky
$948K +$16.3K +589 +2%
FT
477
Fiduciary Trust
Massachusetts
$948K – – –
CPA
478
Clear Point Advisors
New York
$943K -$4.74K -171 -0.5%
FA
479
FF Advisors
California
$942K -$3.02M -104,250 -76%
TFS
480
Thoroughbred Financial Services
Tennessee
$940K -$31.8K -1,149 -3%
PSF
481
Pacific Sun Financial
California
$938K -$10.3K -370 -1%
DI
482
Diligent Investors
California
$934K – – –
FPAS
483
Focus Partners Advisor Solutions
Missouri
$920K +$94.3K +3,404 +11%
BWA
484
BlueChip Wealth Advisors
Georgia
$919K +$23.1K +832 +3%
Calamos Advisors
485
Calamos Advisors
Illinois
$918K +$25.9K +933 +3%
AWS
486
Atria Wealth Solutions
New York
$915K +$21.6K +779 +2%
MA
487
Mutual Advisors
Nebraska
$906K -$1.78M -62,145 -66%
CIA
488
Compass Ion Advisors
Pennsylvania
$900K -$56.3K -2,031 -6%
RW
489
Rede Wealth
Virginia
$896K -$26.1K -942 -3%
VT
490
Vise Technologies
New York
$894K +$894K +32,277 New
SPC
491
Sigma Planning Corp
Michigan
$893K -$13.3K -480 -1%
Bank of New York Mellon
492
Bank of New York Mellon
New York
$885K +$459K +16,547 +108%
QC
493
Quadrature Capital
United Kingdom
$883K +$883K +31,863 New
PCM
494
Pennsylvania Capital Management
Pennsylvania
$882K +$71.8K +2,591 +9%
RWB
495
RMR Wealth Builders
New Jersey
$880K +$436K +15,750 +98%
NWMG
496
National Wealth Management Group
Ohio
$873K -$22.9K -826 -3%
PGAM
497
Princeton Global Asset Management
New Jersey
$871K +$1.88K +68 +0.2%
SIMC
498
Squire Investment Management Company
Utah
$869K +$96.3K +3,475 +12%
CFP
499
Cascade Financial Partners
California
$856K -$1.7M -61,191 -66%
FNBT
500
FineMark National Bank & Trust
Florida
$854K -$3.55K -128 -0.4%
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