Schwab U.S Small- Cap ETF
SCHA
838 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 371 increasing their positions, 280 reducing their positions, and 44 closing their positions.
263% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $1.03M
61% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 44
33% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 280
7% more capital invested
Capital invested by funds: $9.38B → $10.1B (+$673M)
2% more funds holding
Funds holding: 818 → 838 (+20)
2.31% less ownership
Funds ownership: 247.11% → 244.8% (-2.3%)
13% less funds holding in top 10
Funds holding in top 10: 83 → 72 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$195M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$29.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.8M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$25.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$63.2M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$31.3M |
| 3 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$30.9M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$23.6M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$18.2M |
SCHA Hedge Fund Activity: Q2 2021 in Review
838 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2021, worth a combined $10.1B — up 7.2% from $9.38B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHA positions and 44 closed out — a net gain of 27 holders — while 371 added to existing stakes and 280 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $195M. The largest seller was Financial Management Professionals, cutting an estimated $63.2M.
- 838 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2021, up from 818 in Q1 2021.
- Funds reported $10.1B of Schwab U.S Small- Cap ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
- 71 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2021 and 44 closed out, a net change of +27 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $195M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2021 was Financial Management Professionals, an estimated $63.2M sold.
Based on aggregated 13F filings for Q2 2021.