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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 %
YIA
526
YHB Investment Advisors
Connecticut
$727K +$4.74K +171 +0.7%
TAM
527
Townsend Asset Management
North Carolina
$727K +$1.39K +50 +0.2%
WPW
528
Watershed Private Wealth
Illinois
$726K -$25.1K -905 -3%
WF
529
Whelan Financial
California
$718K -$28.7K -1,037 -4%
BL
530
BCWM LLC
Kansas
$714K +$714K +25,774 New
PA
531
Planning Alternatives
Michigan
$711K -$8.17K -295 -1%
NL
532
NWAM LLC
Washington
$704K +$10.3K +370 +1%
HA
533
Harfst & Associates
Wyoming
$698K -$5.9K -213 -0.8%
JCFM
534
JBR Co Financial Management
Oklahoma
$696K – – –
AIP
535
Almanack Investment Partners
Pennsylvania
$695K +$261K +9,401 +60%
NA
536
Nautilus Advisors
California
$682K +$682K +24,624 New
NB
537
NBT Bank
New York
$682K – – –
MA
538
Modus Advisors
Minnesota
$682K +$1.25K +45 +0.2%
JF
539
Joule Financial
Kentucky
$681K -$5.38K -194 -0.8%
RZH
540
Relyea Zuckerberg Hanson
Connecticut
$675K +$2.77K +100 +0.4%
TA
541
TPG Advisors
Illinois
$671K +$41.8K +1,508 +7%
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$667K -$39.3K -1,420 -6%
AWM
543
Arista Wealth Management
Nevada
$666K – – –
PAM
544
Pegasus Asset Management
New York
$664K -$156K -5,646 -19%
CWA
545
Continuum Wealth Advisors
New York
$660K -$1.77K -64 -0.3%
CFG
546
Chapman Financial Group
Hawaii
$659K +$659K +23,792 New
TPCW
547
TD Private Client Wealth
New York
$658K +$645K +23,285 +5,140%
EWM
548
Evermay Wealth Management
Virginia
$648K +$9.95K +359 +2%
BFG
549
Berger Financial Group
Minnesota
$646K +$21.8K +785 +3%
BJL
550
Brighton Jones LLC
Washington
$645K +$776 +28 +0.1%
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