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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 %
EA
801
Evolution Advisers
Virginia
$116K – – –
BF
802
BOK Financial
Oklahoma
$115K – – –
PC
803
Promus Capital
Illinois
$111K +$111K +3,996 New
FCT
804
First Community Trust
Iowa
$106K – – –
CAL
805
Capital Analysts LLC
Pennsylvania
$102K +$31.1K +1,121 +44%
WWA
806
Wingate Wealth Advisors
Massachusetts
$101K +$101K +3,632 New
CA
807
CoreCap Advisors
Michigan
$90.4K +$6.12K +221 +7%
OA
808
Operose Advisors
Wisconsin
$90.3K +$333 +12 +0.4%
CMP
809
Coston McIsaac & Partners
Maine
$84K – – –
SAM
810
Smartleaf Asset Management
Massachusetts
$82.9K +$82.9K +2,996 New
TCOV
811
Trust Company of Vermont
Vermont
$82K -$56.7K -2,045 -41%
FFA
812
Founders Financial Alliance
North Carolina
$81.5K – – –
ADL
813
Asset Dedication LLC
California
$80.1K – – –
MBFW
814
Morton Brown Family Wealth
Pennsylvania
$79.8K – – –
CIM
815
Contravisory Investment Management
Massachusetts
$79K -$6.84K -247 -8%
BTI
816
Blue Trust Inc
Georgia
$77.9K -$93.4K -3,371 -55%
GSWM
817
Golden State Wealth Management
California
$77.6K +$77.6K +2,799 New
EFP
818
EnRich Financial Partners
Wisconsin
$76.8K +$2.25K +81 +3%
AA
819
Addison Advisors
Vermont
$74.3K – – –
HC
820
Hurley Capital
New York
$73.5K +$73.5K +2,622 New
RMP
821
Richards, Merrill & Peterson
Washington
$73.2K +$73.2K +2,640 New
BIM
822
Breakwater Investment Management
Washington
$70.7K – – –
MFC
823
Morris Financial Concepts
South Carolina
$68.2K – – –
WSFS
824
Wilmington Savings Fund Society
Delaware
$66.5K – – –
OC
825
Oakworth Capital
Alabama
$64.3K – – –
31 32
33
34 35