Schwab US Mid-Cap ETF
SCHM
137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.
933% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 3
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
23% more funds holding
Funds holding: 111 → 137 (+26)
9.77% more ownership
Funds ownership: 43.76% → 53.53% (+9.8%)
3% more capital invested
Capital invested by funds: $227M → $234M (+$6.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$6.95M |
| 2 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$5.21M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$4.85M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$4.7M |
| 5 |
Jane Street
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$1.32M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.07M |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$974K |
| 5 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$954K |
SCHM Hedge Fund Activity: Q4 2014 in Review
137 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2014, worth a combined $234M — up 2.9% from $227M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCHM positions and 3 closed out — a net gain of 28 holders — while 62 added to existing stakes and 27 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $6.95M. The largest seller was Tuttle Capital Management, exiting entirely with an estimated $1.32M sold.
- 137 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2014, up from 111 in Q3 2014.
- Funds reported $234M of Schwab US Mid-Cap ETF stock for Q4 2014, up 2.9% quarter-over-quarter.
- 31 funds opened new Schwab US Mid-Cap ETF positions in Q4 2014 and 3 closed out, a net change of +28 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2014 was Legacy Wealth Management (Tennessee), an estimated $6.95M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2014 was Tuttle Capital Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2014.