Schwab U.S Small- Cap ETF
SCHA
932 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 384 reducing their positions, and 63 closing their positions.
270% more call options, than puts
Call options by funds: $3.07M | Put options by funds: $830K
14% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 63
1% more capital invested
Capital invested by funds: $8.01B → $8.11B (+$103M)
10% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 384
1% less funds holding
Funds holding: 943 → 932 (-11)
1.46% less ownership
Funds ownership: 119.89% → 118.43% (-1.5%)
10% less funds holding in top 10
Funds holding in top 10: 71 → 64 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$28.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.8M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$12.5M |
| 4 |
Jane Street
New York
|
+$12.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$116M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$58.3M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.8M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$26.1M |
| 5 |
AT
American Trust
Lexington,
Kentucky
|
-$21.9M |
SCHA Hedge Fund Activity: Q1 2023 in Review
932 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2023, worth a combined $8.11B — up 1.3% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHA positions and 63 closed out — a net gain of 9 holders — while 346 added to existing stakes and 384 trimmed.
The largest buyer was Charles Schwab, adding an estimated $28.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $116M.
- 932 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2023, down from 943 in Q4 2022.
- Funds reported $8.11B of Schwab U.S Small- Cap ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
- 72 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2023 and 63 closed out, a net change of +9 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2023 was Charles Schwab, an estimated $28.1M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2023.