Schwab US Mid-Cap ETF
SCHM
855 hedge funds and large institutions have $7.14B invested in Schwab US Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 273 increasing their positions, 349 reducing their positions, and 53 closing their positions.
100% more call options, than puts
Call options by funds: $467K | Put options by funds: $233K
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
1% less funds holding
Funds holding: 861 → 855 (-6)
2.5% less ownership
Funds ownership: 196.23% → 193.73% (-2.5%)
6% less capital invested
Capital invested by funds: $7.61B → $7.14B (-$477M)
9% less funds holding in top 10
Funds holding in top 10: 85 → 77 (-8)
22% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 349
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$45.1M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$16.9M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$16.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$12M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$84.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$40.7M |
| 3 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$22.1M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$15.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
901
Truvestments Capital
Sarasota,
Florida
| – | -$26.7K | -984 | Closed |
|
|
HPC
902
HM Payson & Co
Portland,
Maine
| – | -$24.3K | -897 | Closed |
|
|
IGWM
903
ICA Group Wealth Management
Denver,
Colorado
| – | -$16.3K | -600 | Closed |
|
904
First Manhattan
New York
| – | -$13.4K | -495 | Closed |
|
|
WIC
905
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$11.1K | -408 | Closed |
|
|
FFWA
906
FRG Family Wealth Advisors
Bellevue,
Washington
| – | -$9.78K | -384 | Closed |
|
|
GCM
907
Gables Capital Management
Miami,
Florida
| – | -$9.36K | -345 | Closed |
|
|
MIM
908
MTM Investment Management
Spartanburg,
South Carolina
| – | -$1.63K | -60 | Closed |
|
909
BNP Paribas Financial Markets
Paris,
France
| – | -$326 | -12 | Closed |
|
|
AWA
910
Alaska Wealth Advisors
Anchorage,
Alaska
| – | -$244 | -9 | Closed |
|
SCHM Hedge Fund Activity: Q2 2024 in Review
855 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2024, worth a combined $7.14B — down 6.3% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHM positions and 53 closed out — a net gain of 5 holders — while 273 added to existing stakes and 349 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $45.1M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $84.1M.
- 855 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2024, down from 861 in Q1 2024.
- Funds reported $7.14B of Schwab US Mid-Cap ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
- 58 funds opened new Schwab US Mid-Cap ETF positions in Q2 2024 and 53 closed out, a net change of +5 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $45.1M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $84.1M sold.
Based on aggregated 13F filings for Q2 2024.