Schwab US Mid-Cap ETF
SCHM
436 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 134 reducing their positions, and 15 closing their positions.
220% more capital inflows, than outflows
Capital inflows: $201M | Capital outflows: $62.7M
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
59% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 134
7% more funds holding in top 10
Funds holding in top 10: 56 → 60 (+4)
5% more funds holding
Funds holding: 415 → 436 (+21)
0.04% less ownership
Funds ownership: 33.31% → 33.27% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.3M |
| 2 |
Apriem Advisors
Irvine,
California
|
+$14.9M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$14.8M |
| 4 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.63M |
| 5 |
Level Four Advisory Services
Dallas,
Texas
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$13.3M |
| 2 |
Tradewinds Capital Management
Bellingham,
Washington
|
-$4.41M |
| 3 |
Harfst & Associates
Sheridan,
Wyoming
|
-$3.91M |
| 4 |
AT Bancorp
Dubuque,
Iowa
|
-$3.75M |
| 5 |
Financial Consulate
Hunt Valley,
Maryland
|
-$3.46M |
SCHM Hedge Fund Activity: Q3 2018 in Review
436 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2018, worth a combined $1.82B — up 12% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHM positions and 15 closed out — a net gain of 25 holders — while 213 added to existing stakes and 134 trimmed.
The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was MFA Wealth Advisors, cutting an estimated $13.3M.
- 436 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2018, up from 415 in Q2 2018.
- Funds reported $1.82B of Schwab US Mid-Cap ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 40 funds opened new Schwab US Mid-Cap ETF positions in Q3 2018 and 15 closed out, a net change of +25 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2018 was Ameriprise, an estimated $26.3M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2018 was MFA Wealth Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2018.