Schwab U.S Small- Cap ETF
SCHA
637 hedge funds and large institutions have $5.81B invested in Schwab U.S Small- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 286 reducing their positions, and 32 closing their positions.
47% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 32
5% more capital invested
Capital invested by funds: $5.51B → $5.81B (+$301M)
1.64% more ownership
Funds ownership: 239.23% → 240.87% (+1.6%)
1% more funds holding
Funds holding: 633 → 637 (+4)
4% less funds holding in top 10
Funds holding in top 10: 54 → 52 (-2)
25% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 286
34% less call options, than puts
Call options by funds: $621K | Put options by funds: $945K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$78.4M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$22.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.93M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$7.52M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$23.2M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$18.1M |
| 3 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.96M |
| 4 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$8.17M |
| 5 |
KFC
Klingenstein Fields & Co
New York
|
-$7.25M |
SCHA Hedge Fund Activity: Q3 2020 in Review
637 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2020, worth a combined $5.81B — up 5.5% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCHA positions and 32 closed out — a net gain of 15 holders — while 215 added to existing stakes and 286 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $78.4M. The largest seller was Bank of America, cutting an estimated $23.2M.
- 637 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2020, up from 633 in Q2 2020.
- Funds reported $5.81B of Schwab U.S Small- Cap ETF stock for Q3 2020, up 5.5% quarter-over-quarter.
- 47 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2020 and 32 closed out, a net change of +15 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $78.4M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2020 was Bank of America, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2020.