SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

920 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 104 funds opening new positions, 333 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
920
Holders Change
+45
Holders Change %
+5.14%
% of All Funds
12.25%
Holding in Top 10
79
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.72%
% of All Funds
1.05%
New
104
Increased
333
Reduced
357
Closed
43
Calls
$410K
Puts
$30K
Net Calls
+$380K
Net Calls Change
+$23K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.9B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$210M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$46.2M
4
CAG
4
Compass Advisory Group
New York
$17M
5
MCM
5
MAI Capital Management
Ohio
$18.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.65B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$207M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.4M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$18.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$18.4M -$4.56M -164,397 -20%
CPIG
52
Chicago Partners Investment Group
Illinois
$18.3M -$33.3M -1,192,773 -65%
MCM
53
MAI Capital Management
Ohio
$18.2M +$10.9M +394,477 +150%
BAM
54
Berkshire Asset Management
Pennsylvania
$18.2M +$662K +22,658 +4%
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.8M +$8.78K +317 +0%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$17.7M +$378K +13,628 +2%
BSB
57
Bangor Savings Bank
Maine
$17.3M +$33.5K +1,210 +0.2%
CAG
58
Compass Advisory Group
New York
$17M +$11.1M +401,262 +188%
EL
59
Essex LLC
Illinois
$16.1M +$35K +1,263 +0.2%
DP
60
Denver PWM
Colorado
$15.8M -$1.23M -44,486 -7%
LFS
61
Lutz Financial Services
Nebraska
$15.7M +$50.7K +1,828 +0.3%
JIC
62
Johnson Investment Counsel
Ohio
$15.6M +$318K +11,478 +2%
AMG
63
Asset Management Group
Connecticut
$15.5M -$38K -1,373 -0.2%
FWP
64
FAS Wealth Partners
Kansas
$14.8M -$535K -19,318 -3%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$14.8M -$731K -26,372 -5%
CFMC
66
Curbstone Financial Management Corp
New Hampshire
$14.5M -$201K -7,262 -1%
BFG
67
Bleakley Financial Group
New Jersey
$14.4M -$1.5M -53,973 -9%
HWA
68
HHM Wealth Advisors
Tennessee
$14.3M -$77.3K -2,788 -0.5%
FNC
69
First National Corp
Massachusetts
$14.1M +$812K +29,298 +6%
SC
70
Savant Capital
Illinois
$14.1M -$460K -16,587 -3%
TSWM
71
Triangle Securities Wealth Management
North Carolina
$14M -$155K -5,600 -1%
SFP
72
Sherwood Financial Partners
California
$13.9M +$13.9M +501,581 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$13.7M +$586K +21,147 +4%
PAI
74
Pittenger & Anderson Inc
Nebraska
$13.7M +$33.1K +1,196 +0.2%
HG
75
Harbor Group
New Hampshire
$13.5M -$171K -6,162 -1%
1 2
3
4 5