Schwab US Mid-Cap ETF
SCHM
737 hedge funds and large institutions have $5.19B invested in Schwab US Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 304 increasing their positions, 282 reducing their positions, and 56 closing their positions.
7.28% more ownership
Funds ownership: 178.52% → 185.8% (+7.3%)
8% more repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 282
3% less funds holding
Funds holding: 758 → 737 (-21)
7% less funds holding in top 10
Funds holding in top 10: 91 → 85 (-6)
12% less capital invested
Capital invested by funds: $5.89B → $5.19B (-$702M)
20% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$225M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$162M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$27.9M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$16.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$31.7M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$26.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.2M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$15.2M |
| 5 |
AWM
Aries Wealth Management
Portland,
Maine
|
-$13.4M |
SCHM Hedge Fund Activity: Q2 2022 in Review
737 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2022, worth a combined $5.19B — down 12% from $5.89B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of SCHM and 45 opened new positions — a net loss of 11 holders — while 282 trimmed existing stakes and 304 added.
The largest buyer was Financial Engines Advisors, adding an estimated $225M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $31.7M.
- 737 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2022, down from 758 in Q1 2022.
- Funds reported $5.19B of Schwab US Mid-Cap ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 45 funds opened new Schwab US Mid-Cap ETF positions in Q2 2022 and 56 closed out, a net change of -11 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $225M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $31.7M sold.
Based on aggregated 13F filings for Q2 2022.