Schwab US Mid-Cap ETF
SCHM
388 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 110 reducing their positions, and 24 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 110
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
4% more funds holding
Funds holding: 373 → 388 (+15)
1.01% less ownership
Funds ownership: 100.77% → 99.76% (-1%)
7% less capital invested
Capital invested by funds: $1.55B → $1.45B (-$104M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$11.5M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$10.8M |
| 3 |
Jane Street
New York
|
+$9.51M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.67M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$9.02M |
| 2 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$8.94M |
| 3 |
Morgan Stanley
New York
|
-$6.92M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.16M |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
-$4.58M |
SCHM Hedge Fund Activity: Q1 2018 in Review
388 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2018, worth a combined $1.45B — down 6.7% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHM positions and 24 closed out — a net gain of 16 holders — while 205 added to existing stakes and 110 trimmed.
The largest buyer was MFA Wealth Advisors, adding an estimated $11.5M. The largest seller was CWH Capital Management, cutting an estimated $9.02M.
- 388 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2018, up from 373 in Q4 2017.
- Funds reported $1.45B of Schwab US Mid-Cap ETF stock for Q1 2018, down 6.7% quarter-over-quarter.
- 40 funds opened new Schwab US Mid-Cap ETF positions in Q1 2018 and 24 closed out, a net change of +16 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2018 was MFA Wealth Advisors, an estimated $11.5M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2018 was CWH Capital Management, an estimated $9.02M sold.
Based on aggregated 13F filings for Q1 2018.