Schwab U.S Small- Cap ETF
SCHA
442 hedge funds and large institutions have $2.9B invested in Schwab U.S Small- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 243 increasing their positions, 109 reducing their positions, and 36 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 109
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
7% more capital invested
Capital invested by funds: $2.7B → $2.9B (+$201M)
3.49% more ownership
Funds ownership: 163.74% → 167.24% (+3.5%)
2% more funds holding
Funds holding: 435 → 442 (+7)
0% more funds holding in top 10
Funds holding in top 10: 52 → 52 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$137M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$46.9M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$22.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$33.8M |
| 2 |
Jane Street
New York
|
-$20.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.98M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.61M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$5.37M |
SCHA Hedge Fund Activity: Q1 2018 in Review
442 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2018, worth a combined $2.9B — up 7.4% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHA positions and 36 closed out — a net gain of 10 holders — while 243 added to existing stakes and 109 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $137M. The largest seller was Financial Management Professionals, cutting an estimated $33.8M.
- 442 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2018, up from 435 in Q4 2017.
- Funds reported $2.9B of Schwab U.S Small- Cap ETF stock for Q1 2018, up 7.4% quarter-over-quarter.
- 46 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2018 and 36 closed out, a net change of +10 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $137M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2018 was Financial Management Professionals, an estimated $33.8M sold.
Based on aggregated 13F filings for Q1 2018.