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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 %
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
– -$8.2M -295,938 Closed
NYLIM
927
New York Life Investment Management
New York
– -$3.99M -144,057 Closed
CWM
928
Cedar Wealth Management
California
– -$1.46M -52,836 Closed
Prudential Financial
929
Prudential Financial
New Jersey
– -$1.43M -51,681 Closed
STA
930
Summit Trail Advisors
New York
– -$1.11M -40,035 Closed
D.E. Shaw & Co
931
D.E. Shaw & Co
New York
– -$978K -35,295 Closed
RIA
932
Regal Investment Advisors
Michigan
– -$904K -32,646 Closed
TRCT
933
Tower Research Capital (TRC)
New York
– -$849K -30,636 Closed
YIH
934
Y-Intercept (HK)
Hong Kong
– -$547K -19,752 Closed
BF
935
Brogan Financial
Tennessee
– -$535K -19,305 Closed
TSS
936
Two Sigma Securities
New York
– -$535K -19,302 Closed
NRW
937
Nova R Wealth
Kansas
– -$446K -16,110 Closed
RPA
938
Rock Point Advisors
Vermont
– -$405K -14,637 Closed
FTDI
939
First Trust Direct Indexing
Massachusetts
– -$375K -13,548 Closed
PWA
940
Pillar Wealth Advisors
Pennsylvania
– -$345K -12,453 Closed
SAM
941
Strategy Asset Managers
California
– -$320K -11,544 Closed
SPWM
942
Schrum Private Wealth Management
Florida
– -$291K -10,506 Closed
WGC
943
Watts Gwilliam & Co
Arizona
– -$277K -10,074 Closed
HF
944
HRT Financial
New York
– -$277K -10,002 Closed
GWM
945
Global Wealth Management
New Jersey
– -$241K -8,694 Closed
PAM
946
Peak Asset Management
Colorado
– -$232K -8,367 Closed
FA
947
FSA Advisors
Michigan
– -$222K -8,040 Closed
RFC
948
Regions Financial Corp
Alabama
– -$221K -7,971 Closed
TIM
949
Total Investment Management
Arizona
– -$214K -7,710 Closed
ECM
950
Evergreen Capital Management
Washington
– -$208K -7,509 Closed
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