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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
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 %
PIMG
126
Patriot Investment Management Group
Tennessee
$8.6M +$206K +7,442 +2%
HFS
127
Horizon Financial Services
North Carolina
$8.59M +$79.9K +2,883 +0.9%
GCA
128
Gradient Capital Advisors
California
$8.44M -$30.5K -1,099 -0.4%
Truist Financial
129
Truist Financial
North Carolina
$8.41M +$170K +6,141 +2%
MTIC
130
Missouri Trust & Investment Company
Missouri
$8.39M +$983K +35,477 +13%
PAG
131
Private Advisor Group
New Jersey
$8.38M +$564K +20,353 +7%
MCC
132
Money Concepts Capital
Florida
$8.28M -$235K -8,466 -3%
CSP
133
Cary Street Partners
Virginia
$8.25M +$8.25M +297,860 New
BEI
134
Benjamin Edwards Inc
Missouri
$8.24M +$314K +11,324 +4%
BWM
135
Bernard Wealth Management
Michigan
$8.08M +$8.08M +291,490 New
MFT
136
Moisand Fitzgerald Tamayo
Florida
$8.03M -$497K -17,922 -6%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.98M +$930K +33,566 +13%
BAMG
138
Brand Asset Management Group
Missouri
$7.9M -$8.29K -299 -0.1%
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$7.84M -$14.5M -521,481 -65%
JCM
140
Jacobi Capital Management
Pennsylvania
$7.8M +$161K +5,820 +2%
VWA
141
Visionary Wealth Advisors
Illinois
$7.77M -$129K -4,662 -2%
TC
142
TownSquare Capital
Utah
$7.76M -$389K -14,046 -5%
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$7.57M -$1.08M -38,893 -12%
AFP
144
Ausdal Financial Partners
Iowa
$7.57M +$129K +4,647 +2%
MWP
145
Meridian Wealth Partners
Pennsylvania
$7.55M -$76.3K -2,752 -1%
MSFS
146
Main Street Financial Solutions
Pennsylvania
$7.44M +$320K +11,557 +4%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$7.35M +$53.7K +1,938 +0.7%
BDF
148
Black Diamond Financial
Maryland
$7.3M -$24.9K -897 -0.3%
LA
149
LexAurum Advisors
Kansas
$7.25M +$86.7K +3,129 +1%
MBI
150
May Barnhard Investments
Maryland
$7.24M +$169K +6,092 +2%
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