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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,167
Holders Change
+99
Holders Change %
+9.27%
% of All Funds
15.37%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.9%
New
170
Increased
415
Reduced
453
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.7M
2
Bank of America
Bank of America
North Carolina
+$55.2M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.7M
4
WA
Waterford Advisors
New York
+$16.7M
5
TCM
Tradewinds Capital Management
Washington
+$12M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$95.4M
2
Goldman Sachs
Goldman Sachs
New York
-$65.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$37.2M
4
SEI Investments
SEI Investments
Pennsylvania
-$23.6M
5
SA
Sanctuary Advisors
Indiana
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
876
GGM Wealth Advisors
Maryland
$252K +$259K +9,743 New
PCMC
877
Paragon Capital Management (Colorado)
Colorado
$249K – – –
GWCM
878
Godshalk Welsh Capital Management
Pennsylvania
$248K -$53.2K -2,000 -17%
LI
879
Lafayette Investments
Maryland
$248K +$37K +1,390 +17%
JPWM
880
Jamison Private Wealth Management
Georgia
$248K +$12.3K +463 +5%
WI
881
Westbourne Investments
Virginia
$248K +$255K +9,580 New
NA
882
Nottingham Advisors
New York
$247K -$65.2K -2,451 -20%
DADC
883
D.A. Davidson & Co
Montana
$247K -$639 -24 -0.3%
SMC
884
Smith, Moore & Co
Missouri
$246K +$253K +9,519 New
KSWA
885
Kathleen S. Wright Associates
Pennsylvania
$242K +$15.4K +578 +7%
WI
886
Wedgewood Investors
Pennsylvania
$242K – – –
WA
887
Whipplewood Advisors
Colorado
$240K +$247K +9,275 New
PTCG
888
Pring Turner Capital Group
California
$238K – – –
RIS
889
Retirement Income Solutions
Michigan
$238K – – –
QCM
890
Quantinno Capital Management
New York
$237K +$244K +9,152 New
SW
891
Simplicity Wealth
New Jersey
$235K -$13.2K -497 -5%
CA
892
Continuum Advisory
Idaho
$235K -$204K -7,673 -46%
EWA
893
Emergent Wealth Advisors
New York
$234K +$15.8K +594 +7%
MWM
894
MBE Wealth Management
Wisconsin
$234K +$53 +2 +0%
RCM
895
Richardson Capital Management
Wisconsin
$234K -$69.8K -2,625 -23%
IA
896
IFG Advisory
Georgia
$233K +$240K +9,022 New
APA
897
Astoria Portfolio Advisors
New York
$233K -$238K -8,961 -50%
G
898
Gainplan
Michigan
$233K -$1.76K -66 -0.7%
PG
899
Proffitt & Goodson
Tennessee
$232K – – –
CPC
900
CFC Planning Company
Indiana
$232K +$239K +8,989 New
34 35
36
37 38

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.