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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 %
CHA
551
Cooper/Haims Advisors
New York
$638K +$222 +8 +0%
DAS
552
Diversify Advisory Services
Utah
$635K -$1.28M -46,452 -67%
AIM
553
Aspen Investment Management
Michigan
$632K -$8.34K -301 -1%
SF
554
Synovus Financial
Georgia
$627K -$641K -23,135 -51%
PS
555
Principal Securities
Iowa
$625K -$49.7K -1,794 -7%
SPIA
556
Steward Partners Investment Advisory
New York
$620K +$61.6K +2,223 +11%
VF
557
Vestment Financial
Minnesota
$617K +$617K +22,196 New
LF
558
LifePlan Financial
Minnesota
$617K -$34.9K -1,261 -5%
WIA
559
World Investment Advisors
California
$614K -$42.3K -1,527 -6%
CW
560
Cooksen Wealth
Texas
$610K -$49.5K -1,787 -8%
BFO
561
Biltmore Family Office
North Carolina
$610K – – –
AC
562
Apella Capital
Connecticut
$609K -$4.79K -173 -0.8%
Brown Advisory
563
Brown Advisory
Maryland
$605K -$99.5K -3,590 -14%
RA
564
Ruggaard & Associates
Ohio
$604K -$22.3K -806 -4%
RA
565
RFG Advisory
Alabama
$604K +$259K +9,345 +75%
MF
566
Meridian Financial
Massachusetts
$601K -$9.73K -351 -2%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$599K +$103K +3,718 +21%
HI
568
Hendershot Investments
Virginia
$599K +$15.6K +564 +3%
FC
569
Financial Consulate
Maryland
$592K +$13.4K +484 +2%
PRS
570
Pinkerton Retirement Specialists
Idaho
$587K +$665 +24 +0.1%
AA
571
Alesco Advisors
New York
$585K +$111 +4 +0%
GC
572
Grimes & Company
Massachusetts
$583K -$859 -31 -0.1%
SQA
573
Simon Quick Advisors
New Jersey
$580K +$1.25K +45 +0.2%
SIA
574
SeaBridge Investment Advisors
New Jersey
$579K +$579K +20,891 New
AGA
575
Arkos Global Advisors
Texas
$576K -$109K -3,924 -16%
21 22
23
24 25