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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 %
Simplex Trading
876
Simplex Trading
Illinois
$13K +$13K +470 New
BCMLT
877
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
MG
878
MilWealth Group
Wisconsin
$12.6K +$12.6K +453 New
BFPW
879
BOK Financial Private Wealth
Colorado
$12.1K – – –
Russell Investments Group
880
Russell Investments Group
United Kingdom
$11.9K +$11.4K +410 +1,952%
DRP
881
Decker Retirement Planning
Utah
$11.8K +$11.8K +426 New
SIM
882
Synergy Investment Management
Florida
$11.8K +$11.8K +426 New
HR
883
Howe & Rusling
New York
$11K – – –
ME
884
McIlrath & Eck
Washington
$11K – – –
AEPWM
885
Atlantic Edge Private Wealth Management
Florida
$10.9K – – –
SMA
886
Sage Mountain Advisors
Georgia
$10.9K +$10.9K +393 New
PIS
887
POM Investment Strategies
North Carolina
$10.4K – – –
HCM
888
Horrell Capital Management
Arkansas
$10K +$10K +360 New
RI
889
Ridgewood Investments
New Jersey
$9.48K -$10.8K -390 -53%
AAP
890
Arax Advisory Partners
Colorado
$9.32K – – –
SL
891
Salomon & Ludwin
Virginia
$8.56K – – –
RA
892
Rise Advisors
New York
$8.43K +$28 +1 +0.3%
AWM
893
Atticus Wealth Management
Florida
$8.16K – – –
RCM
894
Raleigh Capital Management
North Carolina
$7.07K – – –
CT
895
Colonial Trust
South Carolina
$7.07K +$7.07K +255 New
HBW
896
Hazlett, Burt & Watson
West Virginia
$7K – – –
CFB
897
Cullen/Frost Bankers
Texas
$6.64K +$1.25K +45 +23%
SAM
898
Synergy Asset Management
Washington
$6.3K +$6.3K +76 New
FHA
899
First Horizon Advisors
Tennessee
$6.15K – – –
PIP
900
Peachtree Investment Partners
Florida
$6.02K +$28 +1 +0.5%
34 35
36
37 38