Schwab US Mid-Cap ETF
SCHM
480 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 215 increasing their positions, 124 reducing their positions, and 51 closing their positions.
4,900% more call options, than puts
Call options by funds: $350K | Put options by funds: $7K
90% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 51
73% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 124
16.25% more ownership
Funds ownership: 100.69% → 116.94% (+16%)
10% more funds holding
Funds holding: 437 → 480 (+43)
8% more funds holding in top 10
Funds holding in top 10: 60 → 65 (+5)
0% less capital invested
Capital invested by funds: $1.82B → $1.82B (-$3.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.5M |
| 3 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$17.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$12.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$20.4M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$14.7M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$14.1M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$12.3M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
-$10.6M |
SCHM Hedge Fund Activity: Q4 2018 in Review
480 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2018, worth a combined $1.82B — down 0.2% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SCHM positions and 51 closed out — a net gain of 46 holders — while 215 added to existing stakes and 124 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $54.4M. The largest seller was Apriem Advisors, exiting entirely with an estimated $20.4M sold.
- 480 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2018, up from 437 in Q3 2018.
- Funds reported $1.82B of Schwab US Mid-Cap ETF stock for Q4 2018, down 0.2% quarter-over-quarter.
- 97 funds opened new Schwab US Mid-Cap ETF positions in Q4 2018 and 51 closed out, a net change of +46 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $54.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2018 was Apriem Advisors, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2018.