Schwab US Mid-Cap ETF
SCHM
695 hedge funds and large institutions have $5.64B invested in Schwab US Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 296 increasing their positions, 242 reducing their positions, and 22 closing their positions.
159% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 22
22% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 242
11% more capital invested
Capital invested by funds: $5.06B → $5.64B (+$580M)
5.1% more ownership
Funds ownership: 167.41% → 172.51% (+5.1%)
4% more funds holding
Funds holding: 668 → 695 (+27)
0% more funds holding in top 10
Funds holding in top 10: 94 → 94 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$175M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$80.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$37.6M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$17.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$16.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.6M |
| 3 |
PR
Payden & Rygel
Los Angeles,
California
|
-$9.38M |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$6.79M |
| 5 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$6.54M |
SCHM Hedge Fund Activity: Q2 2021 in Review
695 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2021, worth a combined $5.64B — up 11% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SCHM positions and 22 closed out — a net gain of 35 holders — while 296 added to existing stakes and 242 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $175M. The largest seller was Creative Planning, cutting an estimated $16.6M.
- 695 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2021, up from 668 in Q1 2021.
- Funds reported $5.64B of Schwab US Mid-Cap ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 57 funds opened new Schwab US Mid-Cap ETF positions in Q2 2021 and 22 closed out, a net change of +35 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $175M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2021 was Creative Planning, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2021.