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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 %
BI
651
Berkeley Inc
Idaho
$377K -$402K -14,506 -52%
First Trust Advisors
652
First Trust Advisors
Illinois
$377K +$377K +13,601 New
NC
653
NewSquare Capital
Pennsylvania
$375K – – –
FWM
654
Fingerlakes Wealth Management
New York
$373K +$887 +32 +0.2%
GCA
655
Genesee Capital Advisors
New York
$372K +$372K +13,417 New
Comerica Bank
656
Comerica Bank
Texas
$368K +$106K +3,840 +41%
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$364K +$21.1K +760 +6%
FRA
658
Frank Rimerman Advisors
California
$364K – – –
FCM
659
Firestone Capital Management
Florida
$363K +$20.3K +734 +6%
RWM
660
RBA Wealth Management
California
$362K -$17.9K -646 -5%
FWP
661
Falcon Wealth Planning
California
$361K +$361K +13,011 New
SC
662
Scotia Capital
Ontario, Canada
$360K +$831 +30 +0.2%
PWMG
663
Prestige Wealth Management Group
New Jersey
$360K -$2.63K -95 -0.7%
HCA
664
Harbour Capital Advisors
Virginia
$357K – – –
LAIC
665
Lederer & Associates Investment Counsel
California
$356K +$1.55K +56 +0.4%
SSB
666
Sandy Spring Bank
Maryland
$354K +$776 +28 +0.2%
AC
667
AlphaCore Capital
California
$353K – – –
HPM
668
Hoxton Planning & Management
West Virginia
$345K +$345K +12,456 New
VCA
669
Verdence Capital Advisors
Maryland
$344K +$693 +25 +0.2%
TIP
670
Tandem Investment Partners
New Jersey
$339K +$339K +12,229 New
HIM
671
Harbour Investment Management
Washington
$337K -$28 -1 -0%
Empower Advisory Group
672
Empower Advisory Group
Colorado
$337K +$62.5K +2,256 +23%
WAG
673
Windsor Advisory Group
Ohio
$335K -$948K -34,219 -74%
TC
674
Tenret Company
Florida
$332K – – –
BB
675
Busey Bank
Illinois
$332K +$582 +21 +0.2%
25 26
27
28 29