Schwab U.S Small- Cap ETF
SCHA
941 hedge funds and large institutions have $9.12B invested in Schwab U.S Small- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 382 increasing their positions, 317 reducing their positions, and 49 closing their positions.
589% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $267K
192% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 49
26% more capital invested
Capital invested by funds: $7.24B → $9.12B (+$1.88B)
21% more repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 317
9% more funds holding
Funds holding: 867 → 941 (+74)
5.19% more ownership
Funds ownership: 114.68% → 119.87% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 70 → 70 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$93.2M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$27.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$24.9M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$20.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$88.7M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$11.4M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$8.87M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.81M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.72M |
SCHA Hedge Fund Activity: Q4 2022 in Review
941 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2022, worth a combined $9.12B — up 26% from $7.24B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new SCHA positions and 49 closed out — a net gain of 94 holders — while 382 added to existing stakes and 317 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $93.2M. The largest seller was UBS AM, exiting entirely with an estimated $88.7M sold.
- 941 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2022, up from 867 in Q3 2022.
- Funds reported $9.12B of Schwab U.S Small- Cap ETF stock for Q4 2022, up 26% quarter-over-quarter.
- 143 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2022 and 49 closed out, a net change of +94 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2022 was Goldman Sachs, an estimated $93.2M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2022 was UBS AM, an estimated $88.7M sold.
Based on aggregated 13F filings for Q4 2022.