Schwab U.S Small- Cap ETF
SCHA
839 hedge funds and large institutions have $10B invested in Schwab U.S Small- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 374 increasing their positions, 266 reducing their positions, and 48 closing their positions.
44% more call options, than puts
Call options by funds: $3.37M | Put options by funds: $2.34M
41% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 266
25% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 48
3% more funds holding in top 10
Funds holding in top 10: 72 → 74 (+2)
0% more funds holding
Funds holding: 839 → 839 (0)
1% less capital invested
Capital invested by funds: $10.1B → $10B (-$76.2M)
1.12% less ownership
Funds ownership: 244.8% → 243.69% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$142M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.2M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$25.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$19.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$29.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$15.7M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$15.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.7M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$12.3M |
SCHA Hedge Fund Activity: Q3 2021 in Review
839 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2021, worth a combined $10B — down 0.76% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHA positions and 48 closed out — a net gain of 12 holders — while 374 added to existing stakes and 266 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $142M. The largest seller was Financial Management Professionals, cutting an estimated $29.4M.
- 839 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $10B of Schwab U.S Small- Cap ETF stock for Q3 2021, down 0.76% quarter-over-quarter.
- 60 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2021 and 48 closed out, a net change of +12 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $142M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2021 was Financial Management Professionals, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2021.