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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 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, 357 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+46
Holders Change %
+5.26%
% of All Funds
12.26%
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
357
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 %
PWM
776
Peterson Wealth Management
Nevada
$201K – – –
LMKC
777
L.M. Kohn & Company
Ohio
$200K +$200K +7,229 New
TWM
778
Topsail Wealth Management
North Carolina
$196K +$196K +7,079 New
RF
779
Robbins Farley
New Hampshire
$195K -$20.9K -753 -10%
BA
780
Ballast Advisors
Minnesota
$194K -$21.5K -777 -10%
Qube Research & Technologies (QRT)
781
Qube Research & Technologies (QRT)
United Kingdom
$192K +$83.4K +3,010 +77%
AWM
782
AE Wealth Management
Kansas
$184K +$184K +6,648 New
MA
783
Montag & Associates
Georgia
$184K – – –
Citadel Advisors
784
Citadel Advisors
Florida
$181K -$1.31M -47,431 -88%
FG
785
Fairman Group
Pennsylvania
$173K +$333 +12 +0.2%
PK
786
Pflug Koory
Nebraska
$171K -$4.16K -150 -2%
GT
787
Glenmede Trust
Pennsylvania
$167K – – –
SWA
788
SOA Wealth Advisors
New York
$166K +$665 +24 +0.4%
NG
789
NWK Group
California
$164K +$20.5K +738 +14%
AF
790
Advisornet Financial
Minnesota
$160K +$5.4K +195 +3%
DSC
791
Duncker Streett & Co
Missouri
$150K -$28 -1 -0%
RDFA
792
Ritter Daniher Financial Advisory
Ohio
$144K – – –
OP
793
ORG Partners
Indiana
$143K +$28 +1 +0%
BONH
794
Bank of New Hampshire
New Hampshire
$142K – – –
DCM
795
Davis Capital Management
Florida
$134K – – –
KFI
796
Key Financial Inc
Pennsylvania
$134K – – –
S
797
SignatureFD
Georgia
$130K – – –
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K – – –
BlackRock
799
BlackRock
New York
$120K +$78.1K +2,819 +188%
SFC
800
SYM Financial Corp
Indiana
$119K -$62.3K -2,250 -34%
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