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 %
CAG
626
Curtis Advisory Group
California
$426K -$45.1K -1,627 -10%
PI
627
PFG Investments
New York
$424K +$27.8K +1,003 +7%
MWM
628
MBE Wealth Management
Wisconsin
$423K -$5.63K -203 -1%
M&T Bank
629
M&T Bank
New York
$423K – – –
MCM
630
Mitchell Capital Management
Kansas
$418K -$22.1K -798 -5%
BW
631
BIP Wealth
Georgia
$416K -$74.1K -2,673 -15%
BAM
632
Bosun Asset Management
Illinois
$416K – – –
AIM
633
Acropolis Investment Management
Missouri
$416K – – –
CCB
634
Country Club Bank
Missouri
$415K – – –
HWP
635
Heritage Wealth Partners
Ohio
$415K +$1.69K +61 +0.4%
TFP
636
Tilia Fiduciary Partners
North Carolina
$414K +$2.41K +87 +0.6%
ACA
637
Aspire Capital Advisors
Washington
$412K +$720 +26 +0.2%
PB
638
Pinnacle Bancorp
Nebraska
$406K +$69.2K +2,496 +21%
HC
639
Hamilton Capital
Ohio
$405K -$810K -29,220 -67%
PL
640
Plancorp LLC
Missouri
$403K +$222 +8 +0.1%
WPA
641
West Paces Advisors
Georgia
$403K -$4.16K -150 -1%
RFA
642
Resurgent Financial Advisors
Georgia
$398K -$3.46K -125 -0.9%
JIR
643
James Investment Research
Ohio
$389K +$74.8K +2,699 +24%
EA
644
Enclave Advisors
Texas
$389K -$50.8K -1,834 -12%
MIA
645
MeadowBrook Investment Advisors
Michigan
$384K -$17.7K -640 -4%
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
$384K +$109K +3,944 +40%
Bank of Montreal
647
Bank of Montreal
Ontario, Canada
$382K +$59.7K +2,154 +19%
PFP
648
Pinnacle Financial Partners
Tennessee
$381K -$762K -9,176 -67%
SWM
649
Selective Wealth Management
Virginia
$378K -$90.6K -3,219 -19%
CIS
650
Continental Investors Services
Washington
$378K -$26.1K -943 -6%
24 25
26
27 28