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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 %
RCM
76
Richardson Capital Management
Wisconsin
$13.4M -$753K -27,169 -5%
TPI
77
Trust Point Inc
Wisconsin
$13.4M -$5.42M -195,597 -29%
Goldman Sachs
78
Goldman Sachs
New York
$13.3M -$3.39M -122,502 -20%
PMG
79
ProVise Management Group
Florida
$13.2M -$1.67M -60,289 -11%
PSP
80
Pacific Sage Partners
Washington
$12.9M +$293K +10,563 +2%
WA
81
Waverly Advisors
Alabama
$12.7M +$419K +15,105 +3%
HSA
82
HBK Sorce Advisory
Pennsylvania
$12.7M -$887K -32,027 -7%
SFA
83
Seneca Financial Advisors
New York
$12.5M -$92.6K -3,340 -0.7%
FFN
84
Focus Financial Network
Minnesota
$12.5M -$1.34M -48,528 -10%
IAS
85
IMA Advisory Services
Colorado
$12.5M +$281K +10,140 +2%
TLP
86
Trinity Legacy Partners
Texas
$12.4M -$23.9M -861,453 -66%
Wells Fargo
87
Wells Fargo
California
$12.4M -$1.05M -37,915 -8%
LFG
88
Larson Financial Group
Missouri
$12.3M -$626K -22,597 -5%
SIG
89
Spinnaker Investment Group
California
$12.1M +$220K +7,956 +2%
WCFP
90
White & Co Financial Planning
Washington
$11.9M +$11.9M +427,943 New
CMP
91
Courage Miller Partners
Virginia
$11.6M +$12.2K +440 +0.1%
LIM
92
Leavell Investment Management
Alabama
$11.3M -$450K -16,227 -4%
OFG
93
Omega Financial Group
California
$11.3M -$906K -32,684 -7%
CCA
94
Clearwater Capital Advisors
Illinois
$11.2M +$413K +14,904 +4%
SJIM
95
St. Johns Investment Management
Florida
$11.2M -$9.95K -359 -0.1%
VNA
96
Valley National Advisers
Pennsylvania
$11.2M +$859K +31,017 +8%
FTS
97
Fifth Third Securities
Ohio
$11.1M -$965K -34,823 -8%
MML Investors Services
98
MML Investors Services
Massachusetts
$11.1M -$344K -12,425 -3%
MIA
99
Milestone Investment Advisors
Wisconsin
$11.1M -$294K -10,610 -3%
ATWA
100
Arbor Trust Wealth Advisors
Michigan
$11M +$351K +12,674 +3%
2 3
4
5 6