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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 %
BMD
751
Better Money Decisions
New Mexico
$225K +$804 +29 +0.4%
NCM
752
Next Capital Management
New York
$224K +$83 +3 +0%
FWCM
753
Ferguson Wellman Capital Management
Oregon
$223K +$223K +8,034 New
AW
754
Avion Wealth
Texas
$222K +$4.67K +169 +2%
VBFP
755
Valtinson Bruner Financial Planning
Minnesota
$221K – – –
FMN
756
Financial Management Network
California
$220K +$925 +33 +0.4%
FM
757
Family Management
New York
$219K – – –
FNT
758
First National Trust
Pennsylvania
$219K – – –
ODIJL
759
One Day In July LLC
Vermont
$218K – – –
HIA
760
Harbor Investment Advisory
Maryland
$216K -$416 -15 -0.2%
HWM
761
Heirloom Wealth Management
Colorado
$215K +$215K +7,749 New
KeyBank National Association
762
KeyBank National Association
Ohio
$214K – – –
PA
763
Procyon Advisors
Connecticut
$214K +$2.55K +92 +1%
LC
764
LCNB Corp
Ohio
$213K – – –
MWP
765
Meriwether Wealth & Planning
Louisiana
$212K +$212K +7,656 New
SI
766
Stephens Inc
Arkansas
$211K +$111 +4 +0.1%
RIM
767
Rockbridge Investment Management
New York
$210K – – –
RBC
768
Romano Brothers & Co
Illinois
$208K -$10.4K -375 -5%
BAAM
769
Baker Avenue Asset Management
California
$207K – – –
SC
770
Slow Capital
California
$207K – – –
CWA
771
CJM Wealth Advisers
Virginia
$206K +$206K +7,441 New
DF
772
DecisionPoint Financial
Arizona
$205K +$804 +29 +0.4%
SI
773
Shaker Investments
Ohio
$204K -$9.23K -333 -4%
EWM
774
Evercore Wealth Management
New York
$203K – – –
LWM
775
Liberty Wealth Management
California
$202K +$202K +7,285 New
29 30
31
32 33