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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 %
CAM
151
Cresset Asset Management
Illinois
$7.22M -$3.29M -118,814 -31%
KCPG
152
Kavar Capital Partners Group
Kansas
$7.22M +$305K +11,002 +4%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$7.19M +$1.2M +43,445 +20%
VFIC
154
Valley Forge Investment Consultants
Pennsylvania
$7.14M -$204K -7,360 -3%
MWM
155
Meridian Wealth Management
Kentucky
$7.04M +$294K +10,611 +4%
FFA
156
Farther Finance Advisors
California
$7.02M +$5.87M +211,758 +511%
SA
157
Scarborough Advisors
Maryland
$6.91M +$386K +13,912 +6%
JWBC
158
John W. Brooker & Co
California
$6.9M -$77.9K -2,811 -1%
SS
159
Sunbelt Securities
Texas
$6.84M -$723K -26,119 -10%
AMM
160
American Money Management
California
$6.81M +$91K +3,284 +1%
AQR Capital Management
161
AQR Capital Management
Connecticut
$6.75M +$35.4K +1,278 +0.5%
AF
162
Allworth Financial
California
$6.74M +$1.74M +59,575 +35%
WT
163
Whittier Trust
California
$6.63M +$16.5K +595 +0.2%
PVAMC
164
PPS&V Asset Management Consultants
Michigan
$6.54M -$41.1K -1,485 -0.6%
EE
165
EWG Elevate
California
$6.33M -$501K -18,064 -7%
FSWA
166
Financial Synergies Wealth Advisors
Texas
$6.32M +$152K +5,476 +2%
NOI
167
Newton One Investments
Delaware
$6.28M -$13.1M -473,231 -68%
LSWP
168
Liberty Square Wealth Partners
Pennsylvania
$6.27M +$6.27M +217,164 New
JJBC
169
James J. Burns & Company
New York
$6.16M -$50.1K -1,807 -0.8%
NCMW
170
Northern Capital Management (Washington)
Washington
$6.14M -$129K -4,641 -2%
BP
171
Broadleaf Partners
Ohio
$6.1M +$50K +1,806 +0.8%
BWM
172
Brown Wealth Management
Illinois
$6.09M +$105K +3,792 +2%
CIA
173
Cape Investment Advisory
Georgia
$5.9M -$72.5K -2,615 -1%
VA
174
Valmark Advisers
Ohio
$5.86M -$12.1K -435 -0.2%
DFA
175
DHJJ Financial Advisors
Illinois
$5.85M -$185K -6,674 -3%
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