Schwab U.S Small- Cap ETF
SCHA
840 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 61 funds opening new positions, 374 increasing their positions, 266 reducing their positions, and 48 closing their positions.
143% more capital inflows, than outflows
Capital inflows: $507M | Capital outflows: $208M
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
27% more first-time investments, than exits
New positions opened: 61 | 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 → 840 (+1)
0.28% less ownership
Funds ownership: 61.2% → 60.92% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$142M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.2M |
| 3 |
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 |
Financial Management Professionals
Austin,
Texas
|
-$29.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$15.7M |
| 3 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$15.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.7M |
| 5 |
Piershale Financial Group
Barrington,
Illinois
|
-$12.3M |
SCHA Hedge Fund Activity: Q3 2021 in Review
840 of the 5,732 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 0.75% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SCHA positions and 48 closed out — a net gain of 13 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.
- 840 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2021, up from 839 in Q2 2021.
- Funds reported $10B of Schwab U.S Small- Cap ETF stock for Q3 2021, down 0.75% quarter-over-quarter.
- 61 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2021 and 48 closed out, a net change of +13 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.