Schwab US Mid-Cap ETF
SCHM
389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 109
71% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 24
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
4% more funds holding
Funds holding: 373 → 389 (+16)
0.58% less ownership
Funds ownership: 100.77% → 100.19% (-0.58%)
6% less capital invested
Capital invested by funds: $1.55B → $1.45B (-$97.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$11.5M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$10.8M |
| 3 |
Jane Street
New York
|
+$9.51M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.67M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$9.02M |
| 2 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$8.94M |
| 3 |
Morgan Stanley
New York
|
-$6.92M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.16M |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
-$4.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Cerity Partners
New York
| – | -$213K | -11,970 | Closed |
|
|
FAAS
402
First Allied Advisory Services
San Diego,
California
| – | -$181K | -10,221 | Closed |
|
|
BBHC
403
Brown Brothers Harriman & Co
New York
| – | -$176K | -9,900 | Closed |
|
|
NSB
404
Norway Savings Bank
Portland,
Maine
| – | -$154K | -8,691 | Closed |
|
|
SQA
405
Simon Quick Advisors
Morristown,
New Jersey
| – | -$150K | -8,145 | Closed |
|
|
DPA
406
Delphi Private Advisors
San Diego,
California
| – | -$62K | -3,480 | Closed |
|
407
JP Morgan Chase
New York
| – | -$49K | -2,781 | Closed |
|
|
BWM
408
Baystate Wealth Management
Boston,
Massachusetts
| – | -$29K | -1,566 | Closed |
|
|
M
409
MOTCO
San Antonio,
Texas
| – | -$23K | -1,323 | Closed |
|
|
SPI
410
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$10K | -609 | Closed |
|
|
NPC
411
National Planning Corporation
El Segundo,
California
| – | -$2.72K | -153 | Closed |
|
SCHM Hedge Fund Activity: Q1 2018 in Review
389 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2018, worth a combined $1.45B — down 6.3% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHM positions and 24 closed out — a net gain of 17 holders — while 206 added to existing stakes and 109 trimmed.
The largest buyer was MFA Wealth Advisors, adding an estimated $11.5M. The largest seller was CWH Capital Management, cutting an estimated $9.02M.
- 389 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2018, up from 373 in Q4 2017.
- Funds reported $1.45B of Schwab US Mid-Cap ETF stock for Q1 2018, down 6.3% quarter-over-quarter.
- 41 funds opened new Schwab US Mid-Cap ETF positions in Q1 2018 and 24 closed out, a net change of +17 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2018 was MFA Wealth Advisors, an estimated $11.5M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2018 was CWH Capital Management, an estimated $9.02M sold.
Based on aggregated 13F filings for Q1 2018.