Schwab U.S Small- Cap ETF
SCHA
941 hedge funds and large institutions have $10.1B invested in Schwab U.S Small- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 404 increasing their positions, 352 reducing their positions, and 72 closing their positions.
30% more call options, than puts
Call options by funds: $1.46M | Put options by funds: $1.12M
15% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 352
7% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 72
5% less capital invested
Capital invested by funds: $10.6B → $10.1B (-$485M)
1% less funds holding
Funds holding: 951 → 941 (-10)
1% less funds holding in top 10
Funds holding in top 10: 80 → 79 (-1)
121.51% less ownership
Funds ownership: 245.44% → 123.93% (-122%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$200M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$44.7M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$35.6M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$34M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$156M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$27.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.81M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$7.69M |
SCHA Hedge Fund Activity: Q1 2022 in Review
941 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2022, worth a combined $10.1B — down 4.6% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHA positions and 72 closed out — a net gain of 5 holders — while 404 added to existing stakes and 352 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $200M. The largest seller was Liberty Wealth Management, exiting entirely with an estimated $156M sold.
- 941 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2022, down from 951 in Q4 2021.
- Funds reported $10.1B of Schwab U.S Small- Cap ETF stock for Q1 2022, down 4.6% quarter-over-quarter.
- 77 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2022 and 72 closed out, a net change of +5 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $200M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2022 was Liberty Wealth Management, an estimated $156M sold.
Based on aggregated 13F filings for Q1 2022.