Schwab US Mid-Cap ETF
SCHM
170 hedge funds and large institutions have $446M invested in Schwab US Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 15 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 44
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
4.63% more ownership
Funds ownership: 68.86% → 73.48% (+4.6%)
2% more funds holding
Funds holding: 167 → 170 (+3)
4% more capital invested
Capital invested by funds: $431M → $446M (+$15.6M)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$14.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 4 |
Jane Street
New York
|
+$8.38M |
| 5 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.81M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$4.66M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$4.41M |
| 4 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
-$3.6M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.75M |
SCHM Hedge Fund Activity: Q3 2015 in Review
170 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2015, worth a combined $446M — up 3.6% from $431M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCHM positions and 15 closed out — a net gain of 4 holders — while 85 added to existing stakes and 44 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $14.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.81M.
- 170 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2015, up from 167 in Q2 2015.
- Funds reported $446M of Schwab US Mid-Cap ETF stock for Q3 2015, up 3.6% quarter-over-quarter.
- 19 funds opened new Schwab US Mid-Cap ETF positions in Q3 2015 and 15 closed out, a net change of +4 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2015 was Legacy Wealth Management (Tennessee), an estimated $14.6M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2015 was Commonwealth Equity Services, an estimated $4.81M sold.
Based on aggregated 13F filings for Q3 2015.