Schwab US Mid-Cap ETF
SCHM
758 hedge funds and large institutions have $5.89B invested in Schwab US Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 50 closing their positions.
258% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $357K
25% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 265
2.77% more ownership
Funds ownership: 175.75% → 178.52% (+2.8%)
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
3% less capital invested
Capital invested by funds: $6.09B → $5.89B (-$206M)
1% less funds holding in top 10
Funds holding in top 10: 92 → 91 (-1)
1% less funds holding
Funds holding: 769 → 758 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$104M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$67.9M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$66.9M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$26M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$22.3M |
| 3 |
NFG
Northeast Financial Group
Tannersville,
Pennsylvania
|
-$16.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$14.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
SCHM Hedge Fund Activity: Q1 2022 in Review
758 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2022, worth a combined $5.89B — down 3.4% from $6.09B a quarter earlier.
Fund positioning in SCHM was balanced in Q1 2022: 50 funds opened new positions, 50 closed out, 332 added to existing stakes and 265 trimmed.
The largest buyer was Creative Planning, adding an estimated $104M. The largest seller was Morgan Stanley, cutting an estimated $34.7M.
- 758 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2022, down from 769 in Q4 2021.
- Funds reported $5.89B of Schwab US Mid-Cap ETF stock for Q1 2022, down 3.4% quarter-over-quarter.
- 50 funds opened new Schwab US Mid-Cap ETF positions in Q1 2022 and 50 closed out, a net change of 0 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $104M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2022 was Morgan Stanley, an estimated $34.7M sold.
Based on aggregated 13F filings for Q1 2022.