Schwab U.S Small- Cap ETF
SCHA
510 hedge funds and large institutions have $3.72B invested in Schwab U.S Small- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 258 increasing their positions, 139 reducing their positions, and 22 closing their positions.
199% more capital inflows, than outflows
Capital inflows: $354M | Capital outflows: $118M
150% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 22
86% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 139
6% more funds holding
Funds holding: 482 → 510 (+28)
9% more call options, than puts
Call options by funds: $541K | Put options by funds: $495K
0.59% more ownership
Funds ownership: 42.07% → 42.66% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 58 → 58 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Piershale Financial Group
Barrington,
Illinois
|
+$70.7M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$56M |
| 3 |
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$16.3M |
| 4 |
Payden & Rygel
Los Angeles,
California
|
+$15M |
| 5 |
Tradewinds Capital Management
Bellingham,
Washington
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCI Asset Management
Pittsford,
New York
|
-$15.8M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$11.4M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$9.13M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$5.65M |
| 5 |
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$5.41M |
SCHA Hedge Fund Activity: Q3 2018 in Review
510 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2018, worth a combined $3.72B — up 11% from $3.34B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHA positions and 22 closed out — a net gain of 33 holders — while 258 added to existing stakes and 139 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $70.7M. The largest seller was QCI Asset Management, cutting an estimated $15.8M.
- 510 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2018, up from 482 in Q2 2018.
- Funds reported $3.72B of Schwab U.S Small- Cap ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 55 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2018 and 22 closed out, a net change of +33 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2018 was Piershale Financial Group, an estimated $70.7M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2018 was QCI Asset Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2018.