Schwab US Mid-Cap ETF
SCHM
480 hedge funds and large institutions have $1.8B invested in Schwab US Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 214 increasing their positions, 123 reducing their positions, and 51 closing their positions.
4,900% more call options, than puts
Call options by funds: $350K | Put options by funds: $7K
92% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 51
74% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 123
17.14% more ownership
Funds ownership: 99.81% → 116.95% (+17%)
10% more funds holding
Funds holding: 436 → 480 (+44)
8% more funds holding in top 10
Funds holding in top 10: 60 → 65 (+5)
1% less capital invested
Capital invested by funds: $1.82B → $1.8B (-$19.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.5M |
| 3 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$17.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$12.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$20.4M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$14.7M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$12.3M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$10.6M |
| 5 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$9.71M |
SCHM Hedge Fund Activity: Q4 2018 in Review
480 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2018, worth a combined $1.8B — down 1.1% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new SCHM positions and 51 closed out — a net gain of 47 holders — while 214 added to existing stakes and 123 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $54.4M. The largest seller was Apriem Advisors, exiting entirely with an estimated $20.4M sold.
- 480 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2018, up from 436 in Q3 2018.
- Funds reported $1.8B of Schwab US Mid-Cap ETF stock for Q4 2018, down 1.1% quarter-over-quarter.
- 98 funds opened new Schwab US Mid-Cap ETF positions in Q4 2018 and 51 closed out, a net change of +47 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $54.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2018 was Apriem Advisors, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2018.