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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.

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
1
Koshinski Asset Management
Illinois
$17.9B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$210M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$46.2M
4
CAG
4
Compass Advisory Group
New York
$17M
5
MCM
5
MAI Capital Management
Ohio
$18.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.65B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$207M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.4M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$18.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
951
Intrua Financial
Texas
– -$207K -7,455 Closed
TFG
952
Tull Financial Group
Virginia
– -$205K -7,398 Closed
CIP
953
Capital Insight Partners
Arizona
– -$202K -7,299 Closed
MIM
954
Macroview Investment Management
Maryland
– -$77.4K -2,793 Closed
PCA
955
Providence Capital Advisors
North Carolina
– -$35.6K -1,287 Closed
HGERS
956
Householder Group Estate & Retirement Specialist
Arizona
– -$21K -765 Closed
NS
957
NBC Securities
Alabama
– -$20K -753 Closed
SVCP
958
Silicon Valley Capital Partners
California
– -$20.9K -753 Closed
FCM
959
Fourpath Capital Management
Oklahoma
– -$20.8K -750 Closed
GWM
960
GSB Wealth Management
Connecticut
– -$16.4K -594 Closed
UCI
961
Uncommon Cents Investing
Wisconsin
– -$15.5K -561 Closed
DI
962
DAGCO Inc
Ohio
– -$12.6K -456 Closed
CT
963
Coastline Trust
Rhode Island
– -$8.31K -300 Closed
CFG
964
Copley Financial Group
California
– -$3.91K -141 Closed
GSEP
965
Golden State Equity Partners
California
– -$1.33K -48 Closed
DWM
966
Dogwood Wealth Management
Kansas
– -$577 -21 Closed
35 36 37 38
39