Schwab U.S Small- Cap ETF
SCHA
598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 197
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
6.46% more ownership
Funds ownership: 185.17% → 191.63% (+6.5%)
3% more capital invested
Capital invested by funds: $3.83B → $3.94B (+$103M)
0% more funds holding
Funds holding: 596 → 598 (+2)
9% less funds holding in top 10
Funds holding in top 10: 57 → 52 (-5)
40% less call options, than puts
Call options by funds: $1.09M | Put options by funds: $1.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$71.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$14.2M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$11.4M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.68M |
| 2 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$4.63M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.36M |
| 4 |
VV
Valentine Ventures
Bend,
Oregon
|
-$4.08M |
| 5 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$3.63M |
SCHA Hedge Fund Activity: Q3 2019 in Review
598 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2019, worth a combined $3.94B — up 2.7% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHA positions and 35 closed out — a net gain of 5 holders — while 295 added to existing stakes and 197 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.6M. The largest seller was Wells Fargo, cutting an estimated $4.68M.
- 598 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2019, up from 596 in Q2 2019.
- Funds reported $3.94B of Schwab U.S Small- Cap ETF stock for Q3 2019, up 2.7% quarter-over-quarter.
- 40 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2019 and 35 closed out, a net change of +5 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $71.6M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2019 was Wells Fargo, an estimated $4.68M sold.
Based on aggregated 13F filings for Q3 2019.