Schwab US Mid-Cap ETF
SCHM
717 hedge funds and large institutions have $5.03B invested in Schwab US Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 305 increasing their positions, 271 reducing their positions, and 44 closing their positions.
33% more call options, than puts
Call options by funds: $563K | Put options by funds: $424K
13% more repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 271
3% less capital invested
Capital invested by funds: $5.18B → $5.03B (-$151M)
3% less funds holding
Funds holding: 736 → 717 (-19)
3.21% less ownership
Funds ownership: 185.8% → 182.59% (-3.2%)
6% less funds holding in top 10
Funds holding in top 10: 85 → 80 (-5)
25% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$68.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$65.2M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$43M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$8.79M |
| 5 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$45.7M |
| 2 |
Cerity Partners
New York
|
-$43.9M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$16.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.5M |
| 5 |
Morgan Stanley
New York
|
-$10.5M |
SCHM Hedge Fund Activity: Q3 2022 in Review
717 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2022, worth a combined $5.03B — down 2.9% from $5.18B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of SCHM and 33 opened new positions — a net loss of 11 holders — while 271 trimmed existing stakes and 305 added.
The largest buyer was Gradient Investments, opening a new position worth an estimated $68.7M. The largest seller was HighTower Advisors, cutting an estimated $45.7M.
- 717 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2022, down from 736 in Q2 2022.
- Funds reported $5.03B of Schwab US Mid-Cap ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
- 33 funds opened new Schwab US Mid-Cap ETF positions in Q3 2022 and 44 closed out, a net change of -11 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2022 was Gradient Investments, an estimated $68.7M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2022 was HighTower Advisors, an estimated $45.7M sold.
Based on aggregated 13F filings for Q3 2022.