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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 %
KPWS
726
Kestra Private Wealth Services
Texas
$257K -$19.8K -713 -7%
AC
727
AWM Capital
Arizona
$256K – – –
G
728
Gainplan
Michigan
$256K -$2.66K -96 -1%
BMO
729
Beck Mack & Oliver
New York
$254K -$27.7K -1,000 -10%
SW
730
Simplicity Wealth
New Jersey
$254K +$254K +9,158 New
MCCP
731
Mission Creek Capital Partners
California
$252K +$61.1K +2,876 +32%
FNBOMD
732
First National Bank of Mount Dora
Florida
$249K – – –
ZIM
733
Zacks Investment Management
Illinois
$246K +$4.85K +175 +2%
UW
734
Unique Wealth
Florida
$246K – – –
FF
735
Farnam Financial
Arizona
$245K +$28 +1 +0%
QCM
736
Quantinno Capital Management
New York
$243K +$243K +8,781 New
MOS
737
MGO One Seven
Ohio
$242K -$291K -10,504 -55%
CCA
738
Clarity Capital Advisors
Florida
$240K -$49.2K -1,776 -17%
GWM
739
Gray Wealth Management
Maine
$240K – – –
LCM
740
Liberty Capital Management
Michigan
$240K +$7.45K +269 +3%
AFTS
741
American Financial & Tax Strategies
New York
$240K +$1.94K +70 +0.8%
FIA
742
Foundations Investment Advisors
Arizona
$239K -$14.2K -513 -6%
HCM
743
Hengehold Capital Management
Ohio
$235K +$15.4K +557 +7%
AssetMark Inc
744
AssetMark Inc
California
$234K +$199K +7,186 +577%
HCMT
745
Highland Capital Management (Tennessee)
Tennessee
$233K -$10.6K -384 -4%
WCFA
746
Walkner Condon Financial Advisors
Wisconsin
$229K – – –
AFA
747
Arlington Financial Advisors
California
$228K -$17.5K -633 -7%
KFA
748
Kelleher Financial Advisors
New York
$227K – – –
HGWM
749
Horst & Graben Wealth Management
Oregon
$226K -$166 -6 -0.1%
SCA
750
Snowden Capital Advisors
New York
$225K – – –
28 29
30
31 32