Schwab U.S Small- Cap ETF
SCHA
633 hedge funds and large institutions have $5.51B invested in Schwab U.S Small- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 217 increasing their positions, 276 reducing their positions, and 61 closing their positions.
53% more capital invested
Capital invested by funds: $3.61B → $5.51B (+$1.91B)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
4.08% more ownership
Funds ownership: 235.15% → 239.23% (+4.1%)
1% less funds holding
Funds holding: 637 → 633 (-4)
3% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 61
21% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$984M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$88.6M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$23.2M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$23.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$205M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$168M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.7M |
| 4 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$19.3M |
| 5 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$17M |
SCHA Hedge Fund Activity: Q2 2020 in Review
633 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2020, worth a combined $5.51B — up 53% from $3.61B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of SCHA and 59 opened new positions — a net loss of 2 holders — while 276 trimmed existing stakes and 217 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $984M. The largest seller was Osaic Holdings, cutting an estimated $205M.
- 633 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2020, down from 637 in Q1 2020.
- Funds reported $5.51B of Schwab U.S Small- Cap ETF stock for Q2 2020, up 53% quarter-over-quarter.
- 59 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2020 and 61 closed out, a net change of -2 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $984M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2020 was Osaic Holdings, an estimated $205M sold.
Based on aggregated 13F filings for Q2 2020.