SCHM icon

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 %
OPWM
601
Oakwell Private Wealth Management
Texas
$501K -$27.1K -978 -5%
PI
602
Pachira Investments
California
$498K +$2.05K +74 +0.4%
Fisher Asset Management
603
Fisher Asset Management
Washington
$496K +$496K +17,911 New
EFA
604
Evernest Financial Advisors
Indiana
$487K +$2K +72 +0.4%
P
605
&Partners
Tennessee
$484K +$55.5K +1,979 +13%
William Blair & Company
606
William Blair & Company
Illinois
$484K +$39.8K +1,438 +9%
WAM
607
Worth Asset Management
Texas
$483K +$483K +17,441 New
WCF
608
West Coast Financial
California
$482K – – –
GJIA
609
Glass Jacobson Investment Advisors
Maryland
$481K -$1.19K -43 -0.2%
HT
610
Heritage Trust
Oklahoma
$474K +$474K +17,100 New
FC
611
FCA Corp
Texas
$467K -$3.74K -135 -0.8%
PPWM
612
Perissos Private Wealth Management
Oklahoma
$466K +$443 +16 +0.1%
SWP
613
Stratos Wealth Partners
Ohio
$465K +$465K +16,781 New
BAM
614
Belpointe Asset Management
Nevada
$465K +$465K +5,696 New
CWM
615
Castle Wealth Management
Florida
$464K -$2.77K -100 -0.6%
SA
616
Sanctuary Advisors
Indiana
$463K -$1.03M -35,163 -69%
IPWA
617
International Private Wealth Advisors
California
$462K – – –
PCM
618
Park Capital Management
Wisconsin
$460K +$460K +16,607 New
Northern Trust
619
Northern Trust
Illinois
$456K +$250K +9,015 +121%
HNB
620
Huntington National Bank
Ohio
$455K -$489K – –
PTC
621
Private Trust Company
Ohio
$454K -$6.9K -249 -1%
SAM
622
Sherman Asset Management
California
$453K +$453K +16,362 New
TWM
623
Triton Wealth Management
Arizona
$447K -$145 -5 -0%
WF
624
Williams Financial
Vermont
$437K +$1.61K +58 +0.4%
MCP
625
Mirador Capital Partners
California
$436K +$7.79K +281 +2%
23 24
25
26 27