Schwab US Mid-Cap ETF
SCHM
769 hedge funds and large institutions have $6.09B invested in Schwab US Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 33 closing their positions.
294% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 33
239% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $378K
38% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 226
11% more funds holding
Funds holding: 692 → 769 (+77)
9% more capital invested
Capital invested by funds: $5.58B → $6.09B (+$518M)
5% more funds holding in top 10
Funds holding in top 10: 88 → 92 (+4)
3.88% more ownership
Funds ownership: 171.76% → 175.64% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$90.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$69.9M |
| 3 |
Cerity Partners
New York
|
+$55.6M |
| 4 |
Morgan Stanley
New York
|
+$22.9M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$39.4M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$24.7M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$22.2M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16.1M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$14.9M |
SCHM Hedge Fund Activity: Q4 2021 in Review
769 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2021, worth a combined $6.09B — up 9.3% from $5.58B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new SCHM positions and 33 closed out — a net gain of 97 holders — while 312 added to existing stakes and 226 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $90.9M. The largest seller was Kestra Advisory Services, cutting an estimated $39.4M.
- 769 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2021, up from 692 in Q3 2021.
- Funds reported $6.09B of Schwab US Mid-Cap ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
- 130 funds opened new Schwab US Mid-Cap ETF positions in Q4 2021 and 33 closed out, a net change of +97 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $90.9M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2021.