Schwab US Mid-Cap ETF
SCHM
668 hedge funds and large institutions have $5.06B invested in Schwab US Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 257 increasing their positions, 271 reducing their positions, and 32 closing their positions.
75% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 32
6% more capital invested
Capital invested by funds: $4.79B → $5.06B (+$265M)
4% more funds holding in top 10
Funds holding in top 10: 90 → 94 (+4)
3% more funds holding
Funds holding: 651 → 668 (+17)
5% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 271
8.76% less ownership
Funds ownership: 176.17% → 167.41% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$94.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.6M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$12.8M |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$11M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$143M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$36.8M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$18.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.3M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$15.5M |
SCHM Hedge Fund Activity: Q1 2021 in Review
668 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2021, worth a combined $5.06B — up 5.5% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCHM positions and 32 closed out — a net gain of 24 holders — while 257 added to existing stakes and 271 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $94.8M. The largest seller was FormulaFolio Investments, cutting an estimated $143M.
- 668 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2021, up from 651 in Q4 2020.
- Funds reported $5.06B of Schwab US Mid-Cap ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
- 56 funds opened new Schwab US Mid-Cap ETF positions in Q1 2021 and 32 closed out, a net change of +24 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $94.8M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2021.