Schwab US Mid-Cap ETF
SCHM
861 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 315 increasing their positions, 358 reducing their positions, and 42 closing their positions.
1,198% more call options, than puts
Call options by funds: $636K | Put options by funds: $49K
48% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 42
9% more capital invested
Capital invested by funds: $7B → $7.61B (+$609M)
1% more funds holding
Funds holding: 853 → 861 (+8)
3% less funds holding in top 10
Funds holding in top 10: 88 → 85 (-3)
12% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 358
35.79% less ownership
Funds ownership: 232.02% → 196.23% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$25.6M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$16.3M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.3B |
| 2 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$32.4M |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$27M |
| 4 |
Morgan Stanley
New York
|
-$24.6M |
| 5 |
LPL Financial
San Diego,
California
|
-$14.2M |
SCHM Hedge Fund Activity: Q1 2024 in Review
861 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2024, worth a combined $7.61B — up 8.7% from $7B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SCHM positions and 42 closed out — a net gain of 20 holders — while 315 added to existing stakes and 358 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $25.6M. The largest seller was Cerity Partners, cutting an estimated $1.3B.
- 861 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2024, up from 853 in Q4 2023.
- Funds reported $7.61B of Schwab US Mid-Cap ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
- 62 funds opened new Schwab US Mid-Cap ETF positions in Q1 2024 and 42 closed out, a net change of +20 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2024 was Curi RMB Capital, an estimated $25.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2024 was Cerity Partners, an estimated $1.3B sold.
Based on aggregated 13F filings for Q1 2024.