Schwab US Mid-Cap ETF
SCHM
437 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, 135 reducing their positions, and 16 closing their positions.
150% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 16
58% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 135
15% more capital invested
Capital invested by funds: $1.59B → $1.82B (+$235M)
7% more funds holding in top 10
Funds holding in top 10: 56 → 60 (+4)
5% more funds holding
Funds holding: 417 → 437 (+20)
0.87% less ownership
Funds ownership: 101.56% → 100.69% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.3M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$14.9M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$14.8M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.63M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$13.3M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$11M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$4.41M |
| 4 |
HA
Harfst & Associates
Sheridan,
Wyoming
|
-$3.91M |
| 5 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$3.75M |
SCHM Hedge Fund Activity: Q3 2018 in Review
437 of the 4,374 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 15% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHM positions and 16 closed out — a net gain of 24 holders — while 213 added to existing stakes and 135 trimmed.
The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was MFA Wealth Advisors, cutting an estimated $13.3M.
- 437 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2018, up from 417 in Q2 2018.
- Funds reported $1.82B of Schwab US Mid-Cap ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 40 funds opened new Schwab US Mid-Cap ETF positions in Q3 2018 and 16 closed out, a net change of +24 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.