Schwab U.S Small- Cap ETF
SCHA
1,055 hedge funds and large institutions have $9.59B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.
262% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 47
41% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $1.63M
18% more funds holding in top 10
Funds holding in top 10: 60 → 71 (+11)
18% more capital invested
Capital invested by funds: $8.11B → $9.59B (+$1.47B)
13% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 360
12% more funds holding
Funds holding: 942 → 1,055 (+113)
11.14% more ownership
Funds ownership: 119.27% → 130.41% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$624M |
| 2 |
Morgan Stanley
New York
|
+$60.8M |
| 3 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$60.1M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$35.5M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$41.1M |
| 2 |
FA
Financial Advisors
Andover,
Massachusetts
|
-$40.1M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$26.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.4M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$17.2M |
SCHA Hedge Fund Activity: Q4 2023 in Review
1,055 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q4 2023, worth a combined $9.59B — up 18% from $8.11B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new SCHA positions and 47 closed out — a net gain of 123 holders — while 406 added to existing stakes and 360 trimmed.
The largest buyer was Cerity Partners, adding an estimated $624M. The largest seller was Strategic Investment Solutions, cutting an estimated $41.1M.
- 1,055 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q4 2023, up from 942 in Q3 2023.
- Funds reported $9.59B of Schwab U.S Small- Cap ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 170 funds opened new Schwab U.S Small- Cap ETF positions in Q4 2023 and 47 closed out, a net change of +123 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q4 2023 was Cerity Partners, an estimated $624M added.
- The largest Schwab U.S Small- Cap ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $41.1M sold.
Based on aggregated 13F filings for Q4 2023.