Schwab U.S Small- Cap ETF
SCHA
1,068 hedge funds and large institutions have $6.47B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 443 increasing their positions, 370 reducing their positions, and 59 closing their positions.
839% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $294K
51% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 59
20% more repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 370
2% more funds holding
Funds holding: 1,049 → 1,068 (+19)
2% more funds holding in top 10
Funds holding in top 10: 58 → 59 (+1)
36% less capital invested
Capital invested by funds: $10.2B → $6.47B (-$3.7B)
48.97% less ownership
Funds ownership: 124.23% → 75.26% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$132M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$76.2M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$36.1M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$24.3M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$4.13B |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$110M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.4M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$28.1M |
| 5 |
WA
Waterford Advisors
Orchard Park,
New York
|
-$14.2M |
SCHA Hedge Fund Activity: Q3 2024 in Review
1,068 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2024, worth a combined $6.47B — down 36% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new SCHA positions and 59 closed out — a net gain of 30 holders — while 443 added to existing stakes and 370 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $132M. The largest seller was Charles Schwab, exiting entirely with an estimated $4.13B sold.
- 1,068 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2024, up from 1,049 in Q2 2024.
- Funds reported $6.47B of Schwab U.S Small- Cap ETF stock for Q3 2024, down 36% quarter-over-quarter.
- 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2024 and 59 closed out, a net change of +30 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $132M added.
- The largest Schwab U.S Small- Cap ETF seller in Q3 2024 was Charles Schwab, an estimated $4.13B sold.
Based on aggregated 13F filings for Q3 2024.