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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 %
ACM
676
Armbruster Capital Management
New York
$327K -$693 -25 -0.2%
RBCM
677
Raub Brock Capital Management
California
$326K +$2.11K +76 +0.7%
CAL
678
Capital Advisors Ltd
Ohio
$325K +$7.62K +275 +2%
KWS
679
Keystone Wealth Services
California
$324K +$139 +5 +0%
EWM
680
Empirical Wealth Management
Washington
$321K +$61.2K +2,210 +24%
GA
681
Goldstein Advisors
Wisconsin
$321K +$11.1K +399 +4%
CIAS
682
Capital Investment Advisory Services
North Carolina
$321K -$1.88K -68 -0.6%
EWM
683
Elmwood Wealth Management
California
$318K +$28 +1 +0%
GWAM
684
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K +$6.48K +234 +2%
SWM
685
Stockman Wealth Management
Montana
$315K -$1.25K -45 -0.4%
KFS
686
Kaizen Financial Strategies
California
$313K +$1.28K +46 +0.4%
PAMG
687
Patton Albertson Miller Group
Tennessee
$311K -$36.1K -1,304 -10%
TW
688
TrinityPoint Wealth
Connecticut
$309K +$35.8K +1,293 +13%
TWP
689
Total Wealth Planning
Ohio
$309K -$8.73K -315 -3%
PWM
690
Praetorian Wealth Management
California
$309K +$309K +11,145 New
FFS
691
Flavin Financial Services
Florida
$308K +$308K +11,108 New
MIP
692
Marietta Investment Partners
Wisconsin
$308K +$5.82K +210 +2%
AFA
693
American Financial Advisors
Georgia
$307K -$1.41K -51 -0.5%
AFG
694
Albion Financial Group
Utah
$303K -$3.05K -110 -1%
DWM
695
David Wealth Management
Virginia
$302K +$302K +10,887 New
PIM
696
Penobscot Investment Management
Massachusetts
$301K -$28 -1 -0%
PMSA
697
Patrick M. Sweeney & Associates
Illinois
$301K +$4.99K +180 +2%
AC
698
Attessa Capital
Arizona
$299K +$299K +10,786 New
CF
699
Centaurus Financial
California
$298K -$111 -4 -0%
SIS
700
Strategic Investment Solutions
Illinois
$298K -$2.63K -95 -0.9%
26 27
28
29 30