Schwab US Mid-Cap ETF
SCHM
782 hedge funds and large institutions have $6.28B invested in Schwab US Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 314 increasing their positions, 309 reducing their positions, and 43 closing their positions.
178% more call options, than puts
Call options by funds: $1.05M | Put options by funds: $376K
16% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 43
1.08% more ownership
Funds ownership: 191.31% → 192.39% (+1.1%)
5% more capital invested
Capital invested by funds: $5.99B → $6.28B (+$282M)
2% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 309
0% more funds holding
Funds holding: 782 → 782 (0)
5% less funds holding in top 10
Funds holding in top 10: 82 → 78 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$63.6M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$23.4M |
| 3 |
Cerity Partners
New York
|
+$16.5M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$12.1M |
| 5 |
PG
Prostatis Group
Hanover,
Maryland
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$24.8M |
| 2 |
Morgan Stanley
New York
|
-$17.5M |
| 3 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$14.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$13.6M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$12.9M |
SCHM Hedge Fund Activity: Q2 2023 in Review
782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2023, worth a combined $6.28B — up 4.7% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHM positions and 43 closed out — a net gain of 7 holders — while 314 added to existing stakes and 309 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $63.6M. The largest seller was Money Concepts Capital, cutting an estimated $24.8M.
- 782 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $6.28B of Schwab US Mid-Cap ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
- 50 funds opened new Schwab US Mid-Cap ETF positions in Q2 2023 and 43 closed out, a net change of +7 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $63.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2023 was Money Concepts Capital, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2023.