Schwab U.S Small- Cap ETF
SCHA
818 hedge funds and large institutions have $9.38B invested in Schwab U.S Small- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 306 increasing their positions, 287 reducing their positions, and 43 closing their positions.
184% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 43
76% more call options, than puts
Call options by funds: $1.86M | Put options by funds: $1.06M
18% more capital invested
Capital invested by funds: $7.93B → $9.38B (+$1.45B)
11% more funds holding in top 10
Funds holding in top 10: 75 → 83 (+8)
9% more funds holding
Funds holding: 748 → 818 (+70)
7% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 287
0.91% more ownership
Funds ownership: 246.2% → 247.11% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$597M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.9M |
| 4 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$28.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$230M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$42.8M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$19.7M |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$18.5M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15.8M |
SCHA Hedge Fund Activity: Q1 2021 in Review
818 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2021, worth a combined $9.38B — up 18% from $7.93B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new SCHA positions and 43 closed out — a net gain of 79 holders — while 306 added to existing stakes and 287 trimmed.
The largest buyer was Bank of America, adding an estimated $597M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $230M.
- 818 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2021, up from 748 in Q4 2020.
- Funds reported $9.38B of Schwab U.S Small- Cap ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 122 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2021 and 43 closed out, a net change of +79 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2021 was Bank of America, an estimated $597M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2021 was Charles Schwab Investment Advisory, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2021.