Schwab U.S Small- Cap ETF
SCHA
867 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 366 increasing their positions, 338 reducing their positions, and 51 closing their positions.
406% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $348K
6% more funds holding in top 10
Funds holding in top 10: 66 → 70 (+4)
8% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 338
8% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 51
2% less funds holding
Funds holding: 881 → 867 (-14)
5.63% less ownership
Funds ownership: 120.31% → 114.68% (-5.6%)
7% less capital invested
Capital invested by funds: $7.75B → $7.24B (-$514M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$98.1M |
| 2 |
Goldman Sachs
New York
|
+$37.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$26M |
| 5 |
Morgan Stanley
New York
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$456M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$80.3M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$25M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$12.3M |
| 5 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
-$7.32M |
SCHA Hedge Fund Activity: Q3 2022 in Review
867 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2022, worth a combined $7.24B — down 6.6% from $7.75B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SCHA and 47 opened new positions — a net loss of 4 holders — while 338 trimmed existing stakes and 366 added.
The largest buyer was UBS AM, opening a new position worth an estimated $98.1M. The largest seller was Bank of America, cutting an estimated $456M.
- 867 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2022, down from 881 in Q2 2022.
- Funds reported $7.24B of Schwab U.S Small- Cap ETF stock for Q3 2022, down 6.6% quarter-over-quarter.
- 47 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2022 and 51 closed out, a net change of -4 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2022 was UBS AM, an estimated $98.1M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2022 was Bank of America, an estimated $456M sold.
Based on aggregated 13F filings for Q3 2022.