Schwab US Mid-Cap ETF
SCHM
692 hedge funds and large institutions have $5.58B invested in Schwab US Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 313 increasing their positions, 227 reducing their positions, and 29 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 227
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
22% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $958K
0% less funds holding
Funds holding: 695 → 692 (-3)
0.75% less ownership
Funds ownership: 172.51% → 171.76% (-0.75%)
1% less capital invested
Capital invested by funds: $5.65B → $5.58B (-$71.1M)
6% less funds holding in top 10
Funds holding in top 10: 94 → 88 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.4M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$38.6M |
| 3 |
Morgan Stanley
New York
|
+$13M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$10.2M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$93.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$30.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.3M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$18.6M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$11.5M |
SCHM Hedge Fund Activity: Q3 2021 in Review
692 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q3 2021, worth a combined $5.58B — down 1.3% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHM positions and 29 closed out — a net gain of 8 holders — while 313 added to existing stakes and 227 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $54.4M. The largest seller was Brookstone Capital Management, cutting an estimated $93.8M.
- 692 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q3 2021, down from 695 in Q2 2021.
- Funds reported $5.58B of Schwab US Mid-Cap ETF stock for Q3 2021, down 1.3% quarter-over-quarter.
- 37 funds opened new Schwab US Mid-Cap ETF positions in Q3 2021 and 29 closed out, a net change of +8 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $54.4M added.
- The largest Schwab US Mid-Cap ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $93.8M sold.
Based on aggregated 13F filings for Q3 2021.