Schwab US Mid-Cap ETF
SCHM
857 hedge funds and large institutions have $7.14B invested in Schwab US Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 349 reducing their positions, and 53 closing their positions.
100% more call options, than puts
Call options by funds: $467K | Put options by funds: $233K
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
1% less funds holding
Funds holding: 863 → 857 (-6)
0.82% less ownership
Funds ownership: 65.4% → 64.58% (-0.82%)
9% less funds holding in top 10
Funds holding in top 10: 85 → 77 (-8)
21% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 349
32% less capital inflows, than outflows
Capital inflows: $229M | Capital outflows: $339M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$45.1M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
+$16.9M |
| 3 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$16.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$12M |
| 5 |
Advisory Alpha
Holland,
Michigan
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$84.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$40.7M |
| 3 |
Campbell Wealth Management
Alexandria,
Virginia
|
-$22.1M |
| 4 |
Tradewinds Capital Management
Bellingham,
Washington
|
-$15.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
SCHM Hedge Fund Activity: Q2 2024 in Review
857 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2024, worth a combined $7.14B — down 6.3% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHM positions and 53 closed out — a net gain of 5 holders — while 274 added to existing stakes and 349 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $45.1M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $84.1M.
- 857 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2024, down from 863 in Q1 2024.
- Funds reported $7.14B of Schwab US Mid-Cap ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
- 58 funds opened new Schwab US Mid-Cap ETF positions in Q2 2024 and 53 closed out, a net change of +5 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $45.1M added.
- The largest Schwab US Mid-Cap ETF seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $84.1M sold.
Based on aggregated 13F filings for Q2 2024.