Schwab U.S Small- Cap ETF
SCHA
960 hedge funds and large institutions have $8.46B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 380 reducing their positions, and 49 closing their positions.
377% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $670K
73% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 49
3% more funds holding in top 10
Funds holding in top 10: 64 → 66 (+2)
3% more funds holding
Funds holding: 932 → 960 (+28)
4% more capital invested
Capital invested by funds: $8.11B → $8.46B (+$344M)
0.15% more ownership
Funds ownership: 118.43% → 118.58% (+0.15%)
2% less repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 380
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$50.8M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$25.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$18.9M |
| 4 |
Cerity Partners
New York
|
+$14.2M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$61.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$25.7M |
| 4 |
H
HoyleCohen
San Diego,
California
|
-$14.8M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$13.3M |
SCHA Hedge Fund Activity: Q2 2023 in Review
960 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2023, worth a combined $8.46B — up 4.2% from $8.11B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new SCHA positions and 49 closed out — a net gain of 36 holders — while 372 added to existing stakes and 380 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $50.8M. The largest seller was Mercer Global Advisors, cutting an estimated $61.1M.
- 960 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2023, up from 932 in Q1 2023.
- Funds reported $8.46B of Schwab U.S Small- Cap ETF stock for Q2 2023, up 4.2% quarter-over-quarter.
- 85 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2023 and 49 closed out, a net change of +36 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2023 was Charles Schwab Investment Advisory, an estimated $50.8M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $61.1M sold.
Based on aggregated 13F filings for Q2 2023.