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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 %
APW
901
Atlantic Private Wealth
North Carolina
$5.98K +$83 +3 +1%
BAM
902
Bellevue Asset Management
Washington
$5.65K – – –
HWA
903
Heritage Wealth Advisors
Virginia
$5.43K +$28 +1 +0.5%
ACM
904
Anfield Capital Management
California
$4.82K – – –
CPG
905
Cornerstone Planning Group
New Jersey
$4.64K -$9.18K -317 -66%
GWSG
906
GPS Wealth Strategies Group
Colorado
$4.26K +$28 +1 +0.7%
WW
907
Winnow Wealth
Texas
$3.91K +$3.91K +142 New
OPTFSNA
908
Old Point Trust & Financial Services N A
Virginia
$3.49K +$3.49K +126 New
CJ
909
Caitlin John
Michigan
$3.16K -$6.32K -228 -67%
BL
910
Balentine LLC
Georgia
$3.16K – – –
PPA
911
Painted Porch Advisors
California
$2.41K – – –
MSWA
912
Marshall & Sterling Wealth Advisors
New York
$2.25K +$2.25K +82 New
EWM
913
EPG Wealth Management
Georgia
$2.25K – – –
GI
914
GS Investments
Minnesota
$1.93K -$3.86K -140 -67%
CPBTD
915
Central Pacific Bank - Trust Division
Hawaii
$1.58K – – –
WWP
916
WR Wealth Planners
Missouri
$1.51K – – –
HDIM
917
Hanson & Doremus Investment Management
Vermont
$1K – – –
CSWM
918
Cassady Schiller Wealth Management
Ohio
$334 – – –
FS
919
Financially Speaking
Colorado
$333 +$333 +12 New
TH
920
TCTC Holdings
Texas
$166 – – –
AWM
921
Abound Wealth Management
Tennessee
$159 -$716 -27 -82%
AWM
922
Accredited Wealth Management
Kentucky
$56 +$56 +2 New
GM
923
GeoWealth Management
Illinois
$11 -$11 – –
DAS
924
Dynamic Advisor Solutions
Arizona
– -$27.3M -984,420 Closed
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
– -$8.2M -295,938 Closed
35 36
37
38 39