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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 %
PWM
576
Parkshore Wealth Management
California
$568K +$568K +20,499 New
MS
577
Madden Securities
Texas
$566K -$12.9K -464 -2%
CAM
578
Cozad Asset Management
Illinois
$565K -$160K -5,772 -22%
CNFG
579
Creegan & Nassoura Financial Group
New Hampshire
$564K – – –
HIF
580
Hill Island Financial
Michigan
$563K – – –
VC
581
Vicus Capital
Pennsylvania
$552K -$34.7K -1,254 -6%
LA
582
Lindenwold Advisors
Pennsylvania
$550K +$550K +19,845 New
WKSWA
583
White Knight Strategic Wealth Advisors
New Jersey
$546K +$241K +8,692 +79%
SCM
584
Stordahl Capital Management
Colorado
$544K -$4.71K -170 -0.9%
FCI
585
Financial Counselors Inc
Kansas
$535K -$1.03K -37 -0.2%
KAS
586
KPP Advisory Services
Kentucky
$532K +$33.4K +1,206 +7%
WSWA
587
Warren Street Wealth Advisors
California
$526K -$60K -2,166 -10%
APSI
588
Asset Planning Services Inc
Louisiana
$519K +$9.29K +335 +2%
FRA
589
Front Row Advisors
California
$519K +$5.27K +190 +1%
WDL
590
Well Done LLC
Michigan
$515K -$1.03M -12,400 -67%
CA
591
CWC Advisors
Oregon
$515K +$4.05K +146 +0.8%
SWM
592
Spire Wealth Management
Virginia
$514K -$2.3K -83 -0.4%
APW
593
Aurora Private Wealth
New Jersey
$514K -$1.33K -48 -0.3%
HTC
594
Haverford Trust Company
Pennsylvania
$514K – – –
PFS
595
Prospera Financial Services
Texas
$513K +$182K +6,577 +55%
PCM
596
Parsons Capital Management
Rhode Island
$513K -$76.5K -2,762 -13%
TCM
597
Twele Capital Management
Minnesota
$512K -$10.8K -391 -2%
MCM
598
Mendel Capital Management
Arkansas
$505K +$9.78K +353 +2%
SPL
599
Smart Portfolios LLC
Washington
$504K +$831 +30 +0.2%
LFAS
600
Level Four Advisory Services
Texas
$503K -$767K -27,690 -60%
22 23
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