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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 %
GCP
176
Gill Capital Partners
Colorado
$5.81M -$13.6K -491 -0.2%
MI
177
Moneywise Inc
Virginia
$5.77M -$1.26M -45,426 -18%
B
178
Birchbrook
Maine
$5.61M -$134K -4,844 -2%
AIM
179
Anchor Investment Management
South Carolina
$5.6M -$242K -8,728 -4%
SOS
180
Silver Oak Securities
Tennessee
$5.56M -$291K -10,507 -5%
PFA
181
Pure Financial Advisors
California
$5.53M -$313K -11,300 -5%
CA
182
Capital Advantage
California
$5.51M -$173K -6,245 -3%
TYCC
183
Texas Yale Capital Corp
Florida
$5.5M +$274K +9,872 +5%
CWM
184
Congress Wealth Management
Massachusetts
$5.48M +$164K +5,913 +3%
NCM
185
Northwest Capital Management
Oregon
$5.44M -$294K -10,622 -5%
WPIC
186
White Pine Investment Company
Michigan
$5.2M +$2.89M +104,278 +125%
PWA
187
Peterson Wealth Advisors
Utah
$5.16M +$271K +9,656 +6%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$5.15M -$939K -33,901 -15%
CPA
189
Cathy Pareto & Associates
Florida
$5.15M +$5.15M +185,771 New
LIM
190
Lathrop Investment Management
Arkansas
$5.1M -$351K -12,679 -6%
GG
191
Gleason Group
Kentucky
$5.09M +$249K +8,972 +5%
WMG
192
WESCAP Management Group
California
$5.04M +$1.02M +36,659 +25%
BCM
193
Brookstone Capital Management
Illinois
$4.99M +$112K +4,026 +2%
GPFA
194
Game Plan Financial Advisors
Ohio
$4.9M +$342K +12,336 +7%
KAS
195
Kestra Advisory Services
Texas
$4.8M -$15.2M -546,924 -76%
GVAG
196
Great Valley Advisor Group
Delaware
$4.8M -$121K -4,362 -2%
FIC
197
Family Investment Center
Missouri
$4.72M -$206K -7,426 -4%
MCM
198
Mengis Capital Management
Oregon
$4.6M +$403K +14,533 +10%
WANY
199
Wealthspire Advisors (New York)
New York
$4.58M +$1.53M +55,249 +50%
HWA
200
Hilltop Wealth Advisors
North Carolina
$4.58M -$196K -7,065 -4%
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