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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 %
HIP
701
HUB Investment Partners
Texas
$297K +$22.4K +808 +8%
TWM
702
Thrive Wealth Management
Pennsylvania
$297K +$39.2K +1,416 +15%
HL
703
HeadInvest LLC
Maine
$292K -$55 -2 -0%
XPN
704
XY Planning Network
Montana
$291K +$291K +10,513 New
KJWM
705
Kiley Juergens Wealth Management
Washington
$288K +$288K +10,383 New
OIA
706
Optimum Investment Advisors
Illinois
$287K +$2.58K +93 +0.9%
OPA
707
Old Port Advisors
Maine
$285K -$108K -3,908 -28%
OPS
708
Orion Portfolio Solutions
Nebraska
$283K -$84.7K -3,056 -23%
BCI
709
Brinker Capital Investments
Pennsylvania
$283K -$84.7K -3,056 -23%
AP
710
Appleton Partners
Massachusetts
$279K -$28 -1 -0%
AO
711
Advisor OS
Illinois
$277K +$277K +10,009 New
EAM
712
Everstar Asset Management
North Carolina
$276K +$12.4K +447 +5%
MPW
713
Magnolia Private Wealth
Pennsylvania
$275K +$275K +9,930 New
ACA
714
Ascension Capital Advisors
Texas
$272K -$3.33K -120 -1%
EL
715
EWA LLC
Pennsylvania
$272K -$587K -21,182 -68%
ONB
716
Old National Bancorp
Indiana
$269K +$4.99K +180 +2%
OCM
717
Osterweis Capital Management
California
$268K -$335K – –
FWA
718
FSM Wealth Advisors
Ohio
$267K – – –
AR
719
Apeiron RIA
Texas
$267K – – –
AA
720
Ancora Advisors
Ohio
$266K – – –
CIBC Private Wealth Group
721
CIBC Private Wealth Group
Georgia
$263K -$37.1K -1,329 -12%
MWM
722
Mission Wealth Management
California
$263K +$1.19K +43 +0.5%
SCP
723
Stevens Capital Partners
Nebraska
$262K +$45.9K +1,656 +21%
CSIC
724
Clifford Swan Investment Counsel
California
$262K +$3.3K +119 +1%
AT
725
American Trust
Kentucky
$258K -$13.4K -485 -5%
27 28
29
30 31