Schwab US Mid-Cap ETF
SCHM
782 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 280 increasing their positions, 327 reducing their positions, and 35 closing their positions.
968% more call options, than puts
Call options by funds: $801K | Put options by funds: $75K
66% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 35
2.77% more ownership
Funds ownership: 188.54% → 191.31% (+2.8%)
3% more capital invested
Capital invested by funds: $5.8B → $5.99B (+$191M)
1% more funds holding
Funds holding: 776 → 782 (+6)
6% less funds holding in top 10
Funds holding in top 10: 87 → 82 (-5)
14% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 327
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$74.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$30.1M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$26.9M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$25.5M |
| 5 |
Morgan Stanley
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
-$54.8M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$44.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24.3M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$20.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.9M |
SCHM Hedge Fund Activity: Q1 2023 in Review
782 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2023, worth a combined $5.99B — up 3.3% from $5.8B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHM positions and 35 closed out — a net gain of 23 holders — while 280 added to existing stakes and 327 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $74.2M. The largest seller was BLB&B Advisors, cutting an estimated $54.8M.
- 782 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2023, up from 776 in Q4 2022.
- Funds reported $5.99B of Schwab US Mid-Cap ETF stock for Q1 2023, up 3.3% quarter-over-quarter.
- 58 funds opened new Schwab US Mid-Cap ETF positions in Q1 2023 and 35 closed out, a net change of +23 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $74.2M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2023 was BLB&B Advisors, an estimated $54.8M sold.
Based on aggregated 13F filings for Q1 2023.