Schwab U.S Small- Cap ETF
SCHA
881 hedge funds and large institutions have $7.75B invested in Schwab U.S Small- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 377 increasing their positions, 329 reducing their positions, and 108 closing their positions.
602% more call options, than puts
Call options by funds: $2.32M | Put options by funds: $331K
15% more repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 329
6% less funds holding
Funds holding: 940 → 881 (-59)
6.73% less ownership
Funds ownership: 127.04% → 120.31% (-6.7%)
15% less funds holding in top 10
Funds holding in top 10: 78 → 66 (-12)
23% less capital invested
Capital invested by funds: $10.1B → $7.75B (-$2.38B)
44% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$139M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$25.2M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$20.8M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.4M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$788M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$34.1M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$17.6M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$15.7M |
| 5 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$15.1M |
SCHA Hedge Fund Activity: Q2 2022 in Review
881 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2022, worth a combined $7.75B — down 23% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of SCHA and 61 opened new positions — a net loss of 47 holders — while 329 trimmed existing stakes and 377 added.
The largest buyer was Bank of America, adding an estimated $139M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $788M.
- 881 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2022, down from 940 in Q1 2022.
- Funds reported $7.75B of Schwab U.S Small- Cap ETF stock for Q2 2022, down 23% quarter-over-quarter.
- 61 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2022 and 108 closed out, a net change of -47 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2022 was Bank of America, an estimated $139M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $788M sold.
Based on aggregated 13F filings for Q2 2022.