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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.

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.65B
2
MGIA
Moneta Group Investment Advisors
Missouri
$207M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$44.4M
4
CPIG
Chicago Partners Investment Group
Illinois
$18.3M
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
826
Palouse Capital Management
Washington
$60.1K +$6.87K +248 +13%
LWA
827
Lowe Wealth Advisors
Maryland
$58.9K – – –
IRC
828
Investors Research Corp
Georgia
$58.4K – – –
SIS
829
Sound Income Strategies
Florida
$57.8K +$41.8K +1,507 +260%
M
830
MOTCO
Texas
$56.3K -$10.2K -368 -15%
MEG
831
Millstone Evans Group
Colorado
$55.5K +$55.5K +2,004 New
SIM
832
Studio Investment Management
Illinois
$51.8K – – –
HFS
833
Hantz Financial Services
Michigan
$51K – – –
SC
834
Stephens Consulting
Michigan
$50.4K – – –
CA
835
Continuum Advisory
Idaho
$50.2K -$13.5K -487 -21%
VWM
836
Vermillion Wealth Management
Minnesota
$49.7K +$49.7K +1,792 New
BA
837
Bellwether Advisors
Nebraska
$47.9K +$47.9K +1,728 New
FF
838
Finley Financial
Nevada
$47.5K +$47.5K +1,668 New
KSWA
839
Kathleen S. Wright Associates
Pennsylvania
$46.1K – – –
JHCP
840
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
NSIM
841
North Star Investment Management
Illinois
$43.8K +$194 +7 +0.4%
OHWP
842
Oak Harbor Wealth Partners
North Carolina
$43.2K -$2.91K -105 -6%
VHAM
843
Van Hulzen Asset Management
California
$41.9K +$41.9K +1,512 New
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$40.9K – – –
GWS
845
Glassman Wealth Services
Virginia
$38.7K – – –
UB
846
UMB Bank
Missouri
$36.7K – – –
CAS
847
Coppell Advisory Solutions
Texas
$36.2K -$2.55K -92 -7%
GWM
848
Guardian Wealth Management
Illinois
$35.5K +$28 +1 +0.1%
GP
849
Greenline Partners
New York
$34.5K +$34.5K +1,246 New
AIC
850
Archer Investment Corporation
Indiana
$34.4K +$55 +2 +0.2%
32 33
34
35 36