Schwab US Mid-Cap ETF
SCHM
882 hedge funds and large institutions have $7.58B invested in Schwab US Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 335 increasing their positions, 338 reducing their positions, and 32 closing their positions.
125% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 32
119% more call options, than puts
Call options by funds: $656K | Put options by funds: $299K
27.92% more ownership
Funds ownership: 193.73% → 221.65% (+28%)
6% more capital invested
Capital invested by funds: $7.14B → $7.58B (+$440M)
3% more funds holding
Funds holding: 855 → 882 (+27)
1% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 338
6% less funds holding in top 10
Funds holding in top 10: 77 → 72 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$395M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$376M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$104M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$33.7M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$23.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$17.1M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$17M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$16.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$12.3M |
SCHM Hedge Fund Activity: Q3 2024 in Review
882 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2024, worth a combined $7.58B — up 6.2% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHM positions and 32 closed out — a net gain of 40 holders — while 335 added to existing stakes and 338 trimmed.
The largest buyer was Moneta Group Investment Advisors, adding an estimated $395M. The largest seller was Moisand Fitzgerald Tamayo, cutting an estimated $23.1M.
- 882 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2024, up from 855 in Q2 2024.
- Funds reported $7.58B of Schwab US Mid-Cap ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
- 72 funds opened new Schwab US Mid-Cap ETF positions in Q3 2024 and 32 closed out, a net change of +40 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $395M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2024 was Moisand Fitzgerald Tamayo, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2024.