Schwab US Mid-Cap ETF
SCHM
286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.
196% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 54
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
11% more capital invested
Capital invested by funds: $944M → $1.04B (+$99.4M)
6% more funds holding
Funds holding: 269 → 286 (+17)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
2.82% more ownership
Funds ownership: 88.44% → 91.26% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$31.6M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$10.7M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$7.38M |
| 4 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$4.6M |
| 5 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
-$11.6M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.93M |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$4.47M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$4.27M |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$3.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
301
Apriem Advisors
Irvine,
California
| – | -$24K | -1,509 | Closed |
|
|
CWM
302
Catamount Wealth Management
Westport,
Connecticut
| – | -$16K | -996 | Closed |
|
303
First Manhattan
New York
| – | -$5K | -315 | Closed |
|
|
MRCM
304
M&R Capital Management
Summit,
New Jersey
| – | +$95 | +6 | New |
|
SCHM Hedge Fund Activity: Q2 2017 in Review
286 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2017, worth a combined $1.04B — up 11% from $944M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHM positions and 19 closed out — a net gain of 21 holders — while 160 added to existing stakes and 54 trimmed.
The largest buyer was AT Bancorp, adding an estimated $31.6M. The largest seller was Salem Investment Counselors, exiting entirely with an estimated $11.6M sold.
- 286 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2017, up from 269 in Q1 2017.
- Funds reported $1.04B of Schwab US Mid-Cap ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 40 funds opened new Schwab US Mid-Cap ETF positions in Q2 2017 and 19 closed out, a net change of +21 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2017 was AT Bancorp, an estimated $31.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2017 was Salem Investment Counselors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2017.