Schwab U.S Small- Cap ETF
SCHA
596 hedge funds and large institutions have $3.83B invested in Schwab U.S Small- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 29 closing their positions.
69% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 29
67% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 178
6% more capital invested
Capital invested by funds: $3.6B → $3.83B (+$230M)
2% more funds holding
Funds holding: 584 → 596 (+12)
2% less funds holding in top 10
Funds holding in top 10: 58 → 57 (-1)
4.82% less ownership
Funds ownership: 189.99% → 185.17% (-4.8%)
79% less call options, than puts
Call options by funds: $472K | Put options by funds: $2.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$98.8M |
| 2 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$41.1M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$16.6M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$14.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$169M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 3 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.74M |
| 4 |
Jane Street
New York
|
-$7.94M |
| 5 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
-$5.34M |
SCHA Hedge Fund Activity: Q2 2019 in Review
596 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2019, worth a combined $3.83B — up 6.4% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHA positions and 29 closed out — a net gain of 20 holders — while 298 added to existing stakes and 178 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $98.8M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $169M.
- 596 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2019, up from 584 in Q1 2019.
- Funds reported $3.83B of Schwab U.S Small- Cap ETF stock for Q2 2019, up 6.4% quarter-over-quarter.
- 49 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2019 and 29 closed out, a net change of +20 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $98.8M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $169M sold.
Based on aggregated 13F filings for Q2 2019.