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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, 798 increasing their positions, 13 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
798
Reduced
13
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
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.65B
3
Creative Planning
3
Creative Planning
Kansas
$792M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$279M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$210M

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
TCM
3
Tradewinds Capital Management
Washington
$1.83M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$44.4M
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.9B 644,951 +436,390 +209%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.65B 59,401,539 +33,472,238 +129%
Creative Planning
3
Creative Planning
Kansas
$792M 28,594,739 +18,764,093 +191%
HighTower Advisors
4
HighTower Advisors
Illinois
$279M 10,077,570 +6,819,239 +209%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$210M 7,584,801 +5,213,058 +220%
MGIA
6
Moneta Group Investment Advisors
Missouri
$207M 7,481,182 +297,016 +4%
Cerity Partners
7
Cerity Partners
New York
$186M 6,714,292 +4,449,523 +196%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$169M 6,089,280 +4,046,898 +198%
AA
9
Advisory Alpha
Michigan
$158M 5,718,828 +3,782,365 +195%
UBS Group
10
UBS Group
Switzerland
$120M 4,342,093 +2,856,130 +192%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$116M 4,180,010 +2,804,735 +204%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$92.7M 3,345,175 +2,234,519 +201%
RDIA
13
RE Dickinson Investment Advisors
Iowa
$82.6M 298,027 +195,982 +192%
JFG
14
JMG Financial Group
Illinois
$79.9M 2,881,771 +1,910,992 +197%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$71.8M 2,592,106 +1,838,677 +244%
Raymond James Financial
16
Raymond James Financial
Florida
$67.1M 2,419,750 +2,419,750 New
Mariner
17
Mariner
Kansas
$59.9M 2,161,181 +1,454,475 +206%
Ameriprise
18
Ameriprise
Minnesota
$58.9M 2,127,139 +1,392,050 +189%
PCIA
19
Prime Capital Investment Advisors
Kansas
$57.9M 2,090,777 +1,364,054 +188%
SFS
20
Summit Financial Strategies
Ohio
$53.8M 1,939,998 +1,282,163 +195%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$49.6M 1,685,863 +1,101,699 +189%
AWMS
22
Advocacy Wealth Management Services
Georgia
$46.2M 1,668,642 +1,255,244 +304%
BPA
23
Beacon Pointe Advisors
California
$45.5M 1,640,241 +1,074,679 +190%
LPL Financial
24
LPL Financial
California
$45.2M 1,630,257 +1,090,600 +202%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$44.4M 1,600,788 -209,073 -12%
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