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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

921 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 105 funds opening new positions, 333 increasing their positions, 357 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+46
Holders Change %
+5.26%
% of All Funds
12.26%
Holding in Top 10
79
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.72%
% of All Funds
1.05%
New
105
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
+$534M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$11.9M
4
CAG
Compass Advisory Group
New York
+$11.1M
5
MCM
MAI Capital Management
Ohio
+$10.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$509M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$390M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$106M
4
CPIG
Chicago Partners Investment Group
Illinois
-$33.3M
5
DAS
Dynamic Advisor Solutions
Arizona
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
201
Lowe Brockenbrough & Co
Virginia
$4.55M -$176K -6,339 -4%
OFS
202
OneAscent Financial Services
Alabama
$4.54M +$4.54M +163,711 New
MAM
203
McCarthy Asset Management
California
$4.49M -$201K -7,239 -4%
PAG
204
Powers Advisory Group
Illinois
$4.42M +$61.5K +2,220 +1%
RWM
205
Reston Wealth Management
Virginia
$4.35M +$432K +15,604 +11%
BBW
206
Blue Barn Wealth
Utah
$4.33M +$167K +6,017 +4%
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$4.25M -$103K -3,733 -2%
DWM
208
Diversify Wealth Management
Utah
$4.23M -$8.53M -308,726 -67%
MAS
209
Madden Advisory Services
Florida
$4.21M +$94.6K +3,415 +2%
SCM
210
Steele Capital Management
Iowa
$4.1M – – –
CWA
211
Carolina Wealth Advisors
South Carolina
$4.08M -$399K -14,402 -9%
Royal Bank of Canada
212
Royal Bank of Canada
Ontario, Canada
$4.07M +$370K +13,339 +10%
SFMG
213
Sage Financial Management Group
Virginia
$4.06M -$20.8K -750 -0.5%
ACM
214
Arcataur Capital Management
Wisconsin
$4.05M -$54.6K -1,969 -1%
CW
215
Code Waechter
Florida
$4M +$5.43K +196 +0.1%
JWS
216
Juncture Wealth Strategies
Arizona
$3.99M -$4.32K -156 -0.1%
EF
217
Envision Financial
Wisconsin
$3.97M +$3.97M +143,198 New
AWA
218
Acorn Wealth Advisors
Michigan
$3.93M -$245K -8,836 -6%
IWM
219
IHT Wealth Management
Illinois
$3.92M -$2.38M -85,840 -38%
AOWM
220
Alpha Omega Wealth Management
Virginia
$3.87M -$17K -614 -0.4%
VAMG
221
Voisard Asset Management Group
Michigan
$3.84M -$3.46M -124,834 -47%
BWG
222
Balanced Wealth Group
Ohio
$3.84M -$19.2K -665 -0.5%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$3.83M -$43.3K -1,563 -1%
CM
224
Columbus Macro
Pennsylvania
$3.81M +$3.18M +114,628 +498%
Lido Advisors
225
Lido Advisors
California
$3.78M +$287K +10,368 +8%
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