Schwab US Mid-Cap ETF
SCHM
930 hedge funds and large institutions have $25.5B invested in Schwab US Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 333 increasing their positions, 360 reducing their positions, and 44 closing their positions.
1,267% more call options, than puts
Call options by funds: $410K | Put options by funds: $30K
237% more capital invested
Capital invested by funds: $7.58B → $25.5B (+$17.9B)
145% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 44
11% more funds holding in top 10
Funds holding in top 10: 72 → 80 (+8)
5% more funds holding
Funds holding: 882 → 930 (+48)
8% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 360
154.66% less ownership
Funds ownership: 221.65% → 66.99% (-155%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$13.4M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$12.2M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$11.4M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$11.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$524M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$401M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$109M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$34M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.5M |
SCHM Hedge Fund Activity: Q4 2024 in Review
930 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2024, worth a combined $25.5B — up 237% from $7.58B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SCHM positions and 44 closed out — a net gain of 64 holders — while 333 added to existing stakes and 360 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $13.4M. The largest seller was Financial Engines Advisors, cutting an estimated $524M.
- 930 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2024, up from 882 in Q3 2024.
- Funds reported $25.5B of Schwab US Mid-Cap ETF stock for Q4 2024, up 237% quarter-over-quarter.
- 108 funds opened new Schwab US Mid-Cap ETF positions in Q4 2024 and 44 closed out, a net change of +64 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $13.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $524M sold.
Based on aggregated 13F filings for Q4 2024.