Schwab U.S Small- Cap ETF
SCHA
707 hedge funds and large institutions have $4.57B invested in Schwab U.S Small- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 297 increasing their positions, 208 reducing their positions, and 23 closing their positions.
500% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 23
43% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 208
29% more funds holding in top 10
Funds holding in top 10: 52 → 67 (+15)
18% more funds holding
Funds holding: 598 → 707 (+109)
16% more capital invested
Capital invested by funds: $3.94B → $4.57B (+$636M)
9.22% more ownership
Funds ownership: 191.63% → 200.85% (+9.2%)
52% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $2.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$94.1M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$16.9M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$15M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$10.7M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.3M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$14.1M |
| 3 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$8.42M |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$6.08M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.56M |
SCHA Hedge Fund Activity: Q4 2019 in Review
707 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2019, worth a combined $4.57B — up 16% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new SCHA positions and 23 closed out — a net gain of 115 holders — while 297 added to existing stakes and 208 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $94.1M. The largest seller was Envestnet Asset Management, cutting an estimated $25.3M.
- 707 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2019, up from 598 in Q3 2019.
- Funds reported $4.57B of Schwab U.S Small- Cap ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 138 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2019 and 23 closed out, a net change of +115 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $94.1M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $25.3M sold.
Based on aggregated 13F filings for Q4 2019.