Schwab US Mid-Cap ETF
SCHM
528 hedge funds and large institutions have $2.43B invested in Schwab US Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 157 reducing their positions, and 24 closing their positions.
225% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 24
52% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 157
34% more capital invested
Capital invested by funds: $1.82B → $2.43B (+$611M)
11.63% more ownership
Funds ownership: 116.94% → 128.56% (+12%)
11% more funds holding in top 10
Funds holding in top 10: 65 → 72 (+7)
10% more funds holding
Funds holding: 480 → 528 (+48)
99% less call options, than puts
Call options by funds: $229K | Put options by funds: $44.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$54.6M |
| 2 |
Goldman Sachs
New York
|
+$40M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$33.5M |
| 4 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$31M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$17.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.1M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$13.3M |
| 4 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
-$7.79M |
| 5 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$7.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CB
551
CNB Bank
Clearfield,
Pennsylvania
| – | -$11K | -669 | Closed |
|
552
Parallax Volatility Advisers
San Francisco,
California
| – | -$3.22K | -180 | -98% |
|
|
HR
553
Howe & Rusling
Rochester,
New York
| – | -$1.72K | -96 | -94% |
|
|
DWM
554
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$1K | -42 | Closed |
|
|
CA
555
Crewe Advisors
Salt Lake City,
Utah
| – | +$54 | +3 | New |
|
SCHM Hedge Fund Activity: Q1 2019 in Review
528 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2019, worth a combined $2.43B — up 34% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SCHM positions and 24 closed out — a net gain of 54 holders — while 239 added to existing stakes and 157 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $54.6M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $17.6M.
- 528 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2019, up from 480 in Q4 2018.
- Funds reported $2.43B of Schwab US Mid-Cap ETF stock for Q1 2019, up 34% quarter-over-quarter.
- 78 funds opened new Schwab US Mid-Cap ETF positions in Q1 2019 and 24 closed out, a net change of +54 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2019 was Financial Management Professionals, an estimated $54.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2019 was Sharkey, Howes & Javer, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2019.