Schwab US Mid-Cap ETF
SCHM
583 hedge funds and large institutions have $3.26B invested in Schwab US Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 200 increasing their positions, 283 reducing their positions, and 51 closing their positions.
24% more capital invested
Capital invested by funds: $2.64B → $3.26B (+$625M)
4% more funds holding in top 10
Funds holding in top 10: 70 → 73 (+3)
10% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 51
1% less funds holding
Funds holding: 589 → 583 (-6)
10.83% less ownership
Funds ownership: 167.71% → 156.88% (-11%)
29% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 283
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$42.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.3M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$34.9M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$23.4M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$162M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$162M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$24.6M |
| 4 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$11.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.94M |
SCHM Hedge Fund Activity: Q2 2020 in Review
583 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2020, worth a combined $3.26B — up 24% from $2.64B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SCHM and 46 opened new positions — a net loss of 5 holders — while 283 trimmed existing stakes and 200 added.
The largest buyer was FormulaFolio Investments, adding an estimated $42.7M. The largest seller was Osaic Holdings, cutting an estimated $162M.
- 583 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2020, down from 589 in Q1 2020.
- Funds reported $3.26B of Schwab US Mid-Cap ETF stock for Q2 2020, up 24% quarter-over-quarter.
- 46 funds opened new Schwab US Mid-Cap ETF positions in Q2 2020 and 51 closed out, a net change of -5 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2020 was FormulaFolio Investments, an estimated $42.7M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2020 was Osaic Holdings, an estimated $162M sold.
Based on aggregated 13F filings for Q2 2020.