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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
CFS
926
Coordinated Financial Services
Colorado
$214K +$220K +8,286 New
TA
927
TruWealth Advisors
Louisiana
$214K +$219K +8,248 New
AWA
928
ARQ Wealth Advisors
Arizona
$214K -$23.1K -870 -10%
AIM
929
Avity Investment Management
Connecticut
$213K +$219K +8,245 New
KeyBank National Association
930
KeyBank National Association
Ohio
$212K +$4.74K +178 +2%
CIC
931
Carnegie Investment Counsel
Ohio
$211K +$239 +9 +0.1%
BWA
932
Bordeaux Wealth Advisors
California
$211K -$20.4K -766 -9%
BFO
933
Biltmore Family Office
North Carolina
$211K – – –
TIM
934
Total Investment Management
Arizona
$211K +$217K +8,147 New
Bessemer Group
935
Bessemer Group
New Jersey
$208K +$214K +8,040 New
VCA
936
Verdence Capital Advisors
Maryland
$208K -$5.8K -218 -3%
BAM
937
Bosun Asset Management
Illinois
$207K – – –
Brown Advisory
938
Brown Advisory
Maryland
$206K -$2.4K -90 -1%
GB
939
Goepper Burkhardt
South Carolina
$206K -$44.7K -1,680 -17%
SPIA
940
Steward Partners Investment Advisory
New York
$206K -$4.1K -154 -2%
MW
941
Maia Wealth
Colorado
$205K +$205K +7,699 New
JBW
942
Journey Beyond Wealth
Georgia
$204K +$210K +7,881 New
SFS
943
Strategic Financial Services
New York
$203K – – –
DE
944
Diversified Enterprises
Delaware
$203K +$186 +7 +0.1%
OC
945
Optima Capital
Oregon
$203K +$209K +7,859 New
SCM
946
Sebold Capital Management
Illinois
$203K -$9.07K -341 -4%
FFA
947
First Foundation Advisors
California
$202K +$208K +7,823 New
BFM
948
Broadview Financial Management
Wisconsin
$202K -$2.26K -85 -1%
JC
949
Jentner Corp
Ohio
$201K -$141K -5,281 -40%
HCWM
950
Hidden Cove Wealth Management
Washington
$200K +$206K +7,734 New
36 37
38
39 40

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.