Schwab US Mid-Cap ETF
SCHM
776 hedge funds and large institutions have $5.8B invested in Schwab US Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 312 increasing their positions, 260 reducing their positions, and 29 closing their positions.
724% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $223K
255% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 29
20% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 260
15% more capital invested
Capital invested by funds: $5.03B → $5.8B (+$772M)
9% more funds holding in top 10
Funds holding in top 10: 80 → 87 (+7)
8% more funds holding
Funds holding: 717 → 776 (+59)
5.95% more ownership
Funds ownership: 182.59% → 188.54% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$123M |
| 2 |
Cerity Partners
New York
|
+$63.3M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$47.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$38.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$31.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$18.7M |
| 3 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.66M |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$8.12M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.65M |
SCHM Hedge Fund Activity: Q4 2022 in Review
776 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2022, worth a combined $5.8B — up 15% from $5.03B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SCHM positions and 29 closed out — a net gain of 74 holders — while 312 added to existing stakes and 260 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $123M. The largest seller was American Trust, cutting an estimated $31.5M.
- 776 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2022, up from 717 in Q3 2022.
- Funds reported $5.8B of Schwab US Mid-Cap ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 103 funds opened new Schwab US Mid-Cap ETF positions in Q4 2022 and 29 closed out, a net change of +74 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $123M added.
- The largest Schwab US Mid-Cap ETF seller in Q4 2022 was American Trust, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2022.