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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 %
WPC
501
Wedmont Private Capital
Pennsylvania
$835K +$166 +6 +0%
VPIM
502
Vanguard Personalized Indexing Management
California
$833K -$63.2K -2,281 -7%
SSWG
503
Seven Springs Wealth Group
Tennessee
$832K – – –
OBWG
504
Onyx Bridge Wealth Group
New York
$831K -$15.9K -573 -2%
FAG
505
Fortitude Advisory Group
Washington
$827K +$10.3K +370 +1%
RWA
506
Redhawk Wealth Advisors
Minnesota
$822K +$5.65K +204 +0.7%
KF
507
K2 Financial
California
$815K +$815K +29,258 New
DFG
508
Delta Financial Group
New Jersey
$813K +$813K +29,340 New
CG
509
Cynosure Group
Utah
$813K +$2.8K +101 +0.3%
CPL
510
CAP Partners LLC
Tennessee
$810K +$139 +5 +0%
S
511
Sachetta
Massachusetts
$807K -$14.4K -521 -2%
FHB
512
First Hawaiian Bank
Hawaii
$788K – – –
RPGK
513
Retirement Planning Group (Kansas)
Kansas
$782K +$29.6K +1,070 +4%
SCM
514
SOL Capital Management
Maryland
$778K +$3.35K +121 +0.4%
SWA
515
Stratos Wealth Advisors
Ohio
$776K -$4.66K -168 -0.6%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$769K – – –
WBCM
517
Wilson & Boucher Capital Management
California
$759K -$8.31K -300 -1%
WI
518
Westbourne Investments
Virginia
$755K +$755K +27,238 New
RMF
519
Red Mountain Financial
Colorado
$754K -$80.9K -2,920 -10%
GFA
520
Gallagher Fiduciary Advisors
Illinois
$751K +$751K +27,103 New
SAG
521
SageView Advisory Group
California
$741K -$554 -20 -0.1%
CG
522
Caprock Group
Idaho
$740K +$265K +9,562 +56%
DCM
523
Donaldson Capital Management
Indiana
$739K +$12.7K +458 +2%
EFM
524
Eley Financial Management
Vermont
$734K -$23K -831 -3%
AAG
525
Armstrong Advisory Group
Massachusetts
$733K – – –
19 20
21
22 23