Schwab US Mid-Cap ETF
SCHM
417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.
239% more call options, than puts
Call options by funds: $877K | Put options by funds: $259K
200% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 15
102% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 105
10% more funds holding in top 10
Funds holding in top 10: 51 → 56 (+5)
9% more capital invested
Capital invested by funds: $1.45B → $1.59B (+$133M)
7% more funds holding
Funds holding: 389 → 417 (+28)
1.37% more ownership
Funds ownership: 100.19% → 101.56% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$25.2M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$12.5M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$11.5M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
+$9.81M |
| 5 |
Morgan Stanley
New York
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$13.4M |
| 2 |
Jane Street
New York
|
-$13.2M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$6.34M |
| 4 |
NWS
Newport Wealth Strategies
Irvine,
California
|
-$3.48M |
| 5 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$3.48M |
SCHM Hedge Fund Activity: Q2 2018 in Review
417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2018, worth a combined $1.59B — up 9.2% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHM positions and 15 closed out — a net gain of 30 holders — while 212 added to existing stakes and 105 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $25.2M. The largest seller was Bogart Wealth LLC, cutting an estimated $13.4M.
- 417 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2018, up from 389 in Q1 2018.
- Funds reported $1.59B of Schwab US Mid-Cap ETF stock for Q2 2018, up 9.2% quarter-over-quarter.
- 45 funds opened new Schwab US Mid-Cap ETF positions in Q2 2018 and 15 closed out, a net change of +30 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $25.2M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2018 was Bogart Wealth LLC, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2018.