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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 %
CI
851
Cordant Inc
Oregon
$30.2K – – –
NWMP
852
Noble Wealth Management PBC
Colorado
$29.8K +$29.8K +1,077 New
BCM
853
Blume Capital Management
California
$29.1K – – –
EWA
854
EverSource Wealth Advisors
Alabama
$28.5K – – –
TC
855
Truvestments Capital
Florida
$27.3K – – –
GWM
856
Geneos Wealth Management
Colorado
$26.6K – – –
FMII
857
Farmers & Merchants Investments Inc
Nebraska
$26.4K – – –
CP
858
Castleview Partners
Texas
$26.3K -$1.63K -59 -6%
OC
859
Oarsman Capital
Wisconsin
$25.9K – – –
RIL
860
Rothschild Investment LLC
Illinois
$21.5K +$28 +1 +0.1%
WT
861
Washington Trust
Rhode Island
$20.8K – – –
TAM
862
Tucker Asset Management
Colorado
$20.6K – – –
CT
863
Clearstead Trust
Maine
$20K – – –
MFA
864
McClarren Financial Advisors
Pennsylvania
$20K +$20K +748 New
VWM
865
Valley Wealth Managers
New Jersey
$18.2K – – –
HHGA
866
Halbert Hargrove Global Advisors
California
$18K +$18K +651 New
National Bank of Canada
867
National Bank of Canada
Quebec, Canada
$18K – – –
MSG
868
Main Street Group
Virginia
$17.5K +$28 +1 +0.2%
HCM
869
Hollencrest Capital Management
California
$16.4K – – –
Citigroup
870
Citigroup
New York
$15.8K -$10.3K -371 -39%
MCM
871
Mainstream Capital Management
California
$14.6K +$14.6K +528 New
AG
872
AmeriFlex Group
Nevada
$14.5K +$14.5K +501 New
FFA
873
Fairfield Financial Advisors
Massachusetts
$14K +$28 +1 +0.2%
PA
874
Pineridge Advisors
Missouri
$13.6K -$3.56M -128,533 -100%
JFG
875
JDM Financial Group
Texas
$13.3K – – –
33 34
35
36 37