Schwab US Mid-Cap ETF
SCHM
589 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 239 increasing their positions, 262 reducing their positions, and 75 closing their positions.
27.5% more ownership
Funds ownership: 140.21% → 167.71% (+27%)
9% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 262
6% less funds holding
Funds holding: 624 → 589 (-35)
16% less funds holding in top 10
Funds holding in top 10: 83 → 70 (-13)
18% less capital invested
Capital invested by funds: $3.2B → $2.64B (-$565M)
36% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 75
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$281M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$161M |
| 3 |
ISG
Investment Security Group
Denver,
Colorado
|
+$42.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$37.4M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$33.9M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$27.3M |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
-$25.8M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$20.3M |
| 5 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$19M |
SCHM Hedge Fund Activity: Q1 2020 in Review
589 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2020, worth a combined $2.64B — down 18% from $3.2B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of SCHM and 48 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 239 added.
The largest buyer was Creative Planning, adding an estimated $281M. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $33.9M sold.
- 589 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2020, down from 624 in Q4 2019.
- Funds reported $2.64B of Schwab US Mid-Cap ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 48 funds opened new Schwab US Mid-Cap ETF positions in Q1 2020 and 75 closed out, a net change of -27 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $281M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2020 was SFMG Wealth Advisors, an estimated $33.9M sold.
Based on aggregated 13F filings for Q1 2020.