Schwab US Mid-Cap ETF
SCHM
651 hedge funds and large institutions have $4.79B invested in Schwab US Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 241 increasing their positions, 228 reducing their positions, and 31 closing their positions.
232% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 31
40% more capital invested
Capital invested by funds: $3.43B → $4.79B (+$1.37B)
32% more funds holding in top 10
Funds holding in top 10: 68 → 90 (+22)
17.95% more ownership
Funds ownership: 158.22% → 176.17% (+18%)
11% more funds holding
Funds holding: 589 → 651 (+62)
6% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$74.9M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$66.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$43.7M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$31.3M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.54M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$7.1M |
| 3 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$6.97M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.49M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$5.2M |
SCHM Hedge Fund Activity: Q4 2020 in Review
651 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2020, worth a combined $4.79B — up 40% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SCHM positions and 31 closed out — a net gain of 72 holders — while 241 added to existing stakes and 228 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $74.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.54M.
- 651 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2020, up from 589 in Q3 2020.
- Funds reported $4.79B of Schwab US Mid-Cap ETF stock for Q4 2020, up 40% quarter-over-quarter.
- 103 funds opened new Schwab US Mid-Cap ETF positions in Q4 2020 and 31 closed out, a net change of +72 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $74.9M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $7.54M sold.
Based on aggregated 13F filings for Q4 2020.