We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 54

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $944M → $1.04B (+$99.4M)

6% more funds holding

Funds holding: 269286 (+17)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2.82% more ownership

Funds ownership: 88.44%91.26% (+2.8%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.13%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
Net Calls
+$236K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
101
Alpha Omega Wealth Management
Virginia
$1.77M +$28.6K +1,800 +2%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.75M +$6.29K +396 +0.4%
SFA
103
Sequoia Financial Advisors
Ohio
$1.73M +$136K +8,583 +9%
HIC
104
Hartline Investment Corp
Illinois
$1.7M -$1.18M -74,004 -41%
FC
105
Forte Capital
New York
$1.7M +$140K +8,796 +9%
PAG
106
Private Advisor Group
New Jersey
$1.66M +$91.7K +5,772 +6%
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$1.64M +$202K +12,684 +14%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$1.59M +$354K +22,305 +29%
LYV
109
Live Your Vision
Pennsylvania
$1.58M +$53.6K +3,372 +4%
WIC
110
Whitegate Investment Counselors
New Hampshire
$1.49M +$126K +7,920 +9%
CA
111
Capital Advantage
California
$1.47M -$88K -5,535 -6%
Brown Advisory
112
Brown Advisory
Maryland
$1.46M -$5.2K -327 -0.4%
KIA
113
KCM Investment Advisors
California
$1.44M +$95 +6 +0%
ICOA
114
Investment Centers of America
North Dakota
$1.44M -$43.7K -2,748 -3%
LCC
115
Lincoln Capital Corp
Rhode Island
$1.42M +$20.8K +1,311 +2%
KWM
116
Kingsview Wealth Management
Oregon
$1.42M +$223K +14,034 +19%
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M +$25.2K +1,584 +2%
TRCT
118
Tower Research Capital (TRC)
New York
$1.35M +$1.33M +83,970 New
IF
119
Ironwood Financial
Arizona
$1.33M +$51.9K +3,264 +4%
AA
120
Alesco Advisors
New York
$1.29M +$16.5K +1,038 +1%
FA
121
Fagan Associates
New York
$1.28M +$73.5K +4,623 +6%
US Bancorp
122
US Bancorp
Minnesota
$1.28M +$215K +13,512 +20%
Financial Engines Advisors
123
Financial Engines Advisors
California
$1.23M +$1.21M +76,374 New
FC
124
FCA Corp
Texas
$1.21M +$154K +9,702 +15%
FBB
125
Fulton Breakefield Broenniman
Maryland
$1.21M +$223K +14,010 +23%

SCHM Hedge Fund Activity: Q2 2017 in Review

286 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2017, worth a combined $1.04B — up 11% from $944M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SCHM positions and 19 closed out — a net gain of 21 holders — while 160 added to existing stakes and 54 trimmed.

The largest buyer was AT Bancorp, adding an estimated $31.6M. The largest seller was Salem Investment Counselors, exiting entirely with an estimated $11.6M sold.

  • 286 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $1.04B of Schwab US Mid-Cap ETF stock for Q2 2017, up 11% quarter-over-quarter.
  • 40 funds opened new Schwab US Mid-Cap ETF positions in Q2 2017 and 19 closed out, a net change of +21 holders.
  • The largest Schwab US Mid-Cap ETF buyer in Q2 2017 was AT Bancorp, an estimated $31.6M added.
  • The largest Schwab US Mid-Cap ETF seller in Q2 2017 was Salem Investment Counselors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2017.