Schwab US Mid-Cap ETF
SCHM
373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.
374% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 19
89% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 87
32% more capital invested
Capital invested by funds: $1.17B → $1.55B (+$379M)
21% more funds holding
Funds holding: 307 → 373 (+66)
20% more funds holding in top 10
Funds holding in top 10: 40 → 48 (+8)
5.48% more ownership
Funds ownership: 95.29% → 100.77% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.2M |
| 2 |
Jane Street
New York
|
+$6.1M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$5.72M |
| 4 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$3.03M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
-$9.41M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$9.18M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$8.08M |
| 4 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$7.22M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$4.6M |
SCHM Hedge Fund Activity: Q4 2017 in Review
373 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2017, worth a combined $1.55B — up 32% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SCHM positions and 19 closed out — a net gain of 71 holders — while 164 added to existing stakes and 87 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $10.2M. The largest seller was SII Investments, cutting an estimated $9.41M.
- 373 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2017, up from 307 in Q3 2017.
- Funds reported $1.55B of Schwab US Mid-Cap ETF stock for Q4 2017, up 32% quarter-over-quarter.
- 90 funds opened new Schwab US Mid-Cap ETF positions in Q4 2017 and 19 closed out, a net change of +71 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $10.2M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2017 was SII Investments, an estimated $9.41M sold.
Based on aggregated 13F filings for Q4 2017.