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Schwab US Mid-Cap ETF
SCHM
SCHM
62 hedge funds and large institutions have $63M invested in Schwab US Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
36.57% more ownership
Funds ownership: 0% → 36.57% (+37%)
Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ameriprise
Minneapolis,
Minnesota
| $34K | +$39.6K | +3,711 | New |
|
|
OWP
52
Obermeyer Wealth Partners
Aspen,
Colorado
| $23K | +$23.1K | +2,166 | New |
|
|
PP
53
Palladium Partners
Norfolk,
Virginia
| $19K | +$18.6K | +1,743 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$17.4K | +1,635 | New |
|
|
MFS
55
MSI Financial Services
Springfield,
Massachusetts
| $10K | +$9.59K | +900 | New |
|
56
Bank of America
Charlotte,
North Carolina
| $9K | +$8.54K | +801 | New |
|
|
S
57
SignatureFD
Atlanta,
Georgia
| $7K | +$7.36K | +690 | New |
|
|
LTFS
58
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | +$7.42K | +696 | New |
|
59
Creative Planning
Overland Park,
Kansas
| $3K | +$3.23K | +303 | New |
|
|
AIG
60
American International Group
New York
| $2.59K | +$2.59K | +243 | New |
|
|
NDSI
61
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $735 | +$735K | +68,964 | New |
|
|
AA
62
Apriem Advisors
Irvine,
California
| – | +$32 | +3 | New |
|
SCHM Hedge Fund Activity: Q2 2013 in Review
62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2013, worth a combined $63M.
Buyers outnumbered sellers: 62 funds opened new SCHM positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.
- 62 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $63M of Schwab US Mid-Cap ETF stock for Q2 2013.
- 62 funds opened new Schwab US Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +62 holders.
Based on aggregated 13F filings for Q2 2013.