Schwab US Mid-Cap ETF
SCHM
589 hedge funds and large institutions have $3.43B invested in Schwab US Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 199 increasing their positions, 261 reducing their positions, and 30 closing their positions.
47% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 30
5% more capital invested
Capital invested by funds: $3.26B → $3.43B (+$166M)
1.34% more ownership
Funds ownership: 156.88% → 158.22% (+1.3%)
1% more funds holding
Funds holding: 583 → 589 (+6)
5% less call options, than puts
Call options by funds: $495K | Put options by funds: $519K
7% less funds holding in top 10
Funds holding in top 10: 73 → 68 (-5)
24% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.7M |
| 3 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$7.35M |
| 4 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$6.27M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$25.8M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$17M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$12.2M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$12.1M |
| 5 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$8.31M |
SCHM Hedge Fund Activity: Q3 2020 in Review
589 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2020, worth a combined $3.43B — up 5.1% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SCHM positions and 30 closed out — a net gain of 14 holders — while 199 added to existing stakes and 261 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $54.4M. The largest seller was HBK Sorce Advisory, cutting an estimated $25.8M.
- 589 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2020, up from 583 in Q2 2020.
- Funds reported $3.43B of Schwab US Mid-Cap ETF stock for Q3 2020, up 5.1% quarter-over-quarter.
- 44 funds opened new Schwab US Mid-Cap ETF positions in Q3 2020 and 30 closed out, a net change of +14 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $54.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2020 was HBK Sorce Advisory, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2020.