Schwab U.S Small- Cap ETF
SCHA
585 hedge funds and large institutions have $3.61B invested in Schwab U.S Small- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 280 increasing their positions, 167 reducing their positions, and 46 closing their positions.
70% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 46
68% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 167
23% more capital invested
Capital invested by funds: $2.94B → $3.61B (+$667M)
4% more funds holding
Funds holding: 560 → 585 (+25)
4.19% more ownership
Funds ownership: 177.35% → 181.53% (+4.2%)
4% more funds holding in top 10
Funds holding in top 10: 56 → 58 (+2)
70% less call options, than puts
Call options by funds: $657K | Put options by funds: $2.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$111M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$85.1M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$34.5M |
| 4 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
+$17.7M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$27.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$18.1M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$14.8M |
| 4 |
QI
QS Investors
New York
|
-$12.8M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$11.7M |
SCHA Hedge Fund Activity: Q1 2019 in Review
585 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2019, worth a combined $3.61B — up 23% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SCHA positions and 46 closed out — a net gain of 32 holders — while 280 added to existing stakes and 167 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $111M. The largest seller was UBS Group, cutting an estimated $27.4M.
- 585 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2019, up from 560 in Q4 2018.
- Funds reported $3.61B of Schwab U.S Small- Cap ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 78 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2019 and 46 closed out, a net change of +32 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $111M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2019 was UBS Group, an estimated $27.4M sold.
Based on aggregated 13F filings for Q1 2019.