Schwab U.S Small- Cap ETF
SCHA
482 hedge funds and large institutions have $3.34B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 109 reducing their positions, and 17 closing their positions.
259% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 17
127% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 109
71% more call options, than puts
Call options by funds: $853K | Put options by funds: $500K
15% more capital invested
Capital invested by funds: $2.91B → $3.34B (+$432M)
12% more funds holding in top 10
Funds holding in top 10: 52 → 58 (+6)
9% more funds holding
Funds holding: 442 → 482 (+40)
1.04% more ownership
Funds ownership: 167.24% → 168.28% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$60.9M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$35.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.2M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$20.3M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$10.2M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$9.85M |
| 3 |
TP
Truvvo Partners
New York
|
-$6.69M |
| 4 |
QI
QS Investors
New York
|
-$3.38M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$3.3M |
SCHA Hedge Fund Activity: Q2 2018 in Review
482 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2018, worth a combined $3.34B — up 15% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SCHA positions and 17 closed out — a net gain of 44 holders — while 247 added to existing stakes and 109 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $60.9M. The largest seller was SEI Investments, cutting an estimated $10.2M.
- 482 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2018, up from 442 in Q1 2018.
- Funds reported $3.34B of Schwab U.S Small- Cap ETF stock for Q2 2018, up 15% quarter-over-quarter.
- 61 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2018 and 17 closed out, a net change of +44 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $60.9M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2018 was SEI Investments, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2018.