Schwab U.S Small- Cap ETF
SCHA
634 hedge funds and large institutions have $5.51B invested in Schwab U.S Small- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 218 increasing their positions, 275 reducing their positions, and 61 closing their positions.
53% more capital invested
Capital invested by funds: $3.61B → $5.51B (+$1.91B)
15.46% more ownership
Funds ownership: 223.77% → 239.23% (+15%)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
1% less funds holding
Funds holding: 638 → 634 (-4)
3% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 61
21% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 275
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$984M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$88.6M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$23.2M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$23.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$168M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21.7M |
| 3 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$19.3M |
| 4 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$17M |
| 5 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$13.3M |
SCHA Hedge Fund Activity: Q2 2020 in Review
634 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2020, worth a combined $5.51B — up 53% from $3.61B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of SCHA and 59 opened new positions — a net loss of 2 holders — while 275 trimmed existing stakes and 218 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $984M. The largest seller was Sunbelt Securities, exiting entirely with an estimated $168M sold.
- 634 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2020, down from 638 in Q1 2020.
- Funds reported $5.51B of Schwab U.S Small- Cap ETF stock for Q2 2020, up 53% quarter-over-quarter.
- 59 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2020 and 61 closed out, a net change of -2 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $984M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2020 was Sunbelt Securities, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2020.