Schwab U.S Small- Cap ETF
SCHA
1,167 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 415 increasing their positions, 453 reducing their positions, and 49 closing their positions.
10,306% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $16K
247% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 49
70% more capital invested
Capital invested by funds: $6.47B → $11B (+$4.52B)
15% more funds holding in top 10
Funds holding in top 10: 59 → 68 (+9)
9% more funds holding
Funds holding: 1,068 → 1,167 (+99)
8% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 453
38.86% less ownership
Funds ownership: 75.26% → 36.4% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$61.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$55.2M |
| 3 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$19.7M |
| 4 |
WA
Waterford Advisors
Orchard Park,
New York
|
+$16.7M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$95.4M |
| 2 |
Goldman Sachs
New York
|
-$65.1M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$37.2M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$23.6M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$22.7M |
SCHA Hedge Fund Activity: Q4 2024 in Review
1,167 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2024, worth a combined $11B — up 70% from $6.47B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new SCHA positions and 49 closed out — a net gain of 121 holders — while 415 added to existing stakes and 453 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $61.7M. The largest seller was Mercer Global Advisors, cutting an estimated $95.4M.
- 1,167 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2024, up from 1,068 in Q3 2024.
- Funds reported $11B of Schwab U.S Small- Cap ETF stock for Q4 2024, up 70% quarter-over-quarter.
- 170 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2024 and 49 closed out, a net change of +121 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $61.7M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $95.4M sold.
Based on aggregated 13F filings for Q4 2024.