Schwab U.S Small- Cap ETF
SCHA
1,049 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 388 increasing their positions, 411 reducing their positions, and 59 closing their positions.
41% more call options, than puts
Call options by funds: $2.03M | Put options by funds: $1.44M
24% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 59
2.56% more ownership
Funds ownership: 121.67% → 124.23% (+2.6%)
0% more funds holding
Funds holding: 1,047 → 1,049 (+2)
2% less capital invested
Capital invested by funds: $10.4B → $10.2B (-$212M)
6% less repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 411
8% less funds holding in top 10
Funds holding in top 10: 63 → 58 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$3.72B |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$104M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$36.4M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$27.3M |
| 5 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$40.4M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$17.1M |
| 3 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$15.5M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$14.8M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$10.3M |
SCHA Hedge Fund Activity: Q2 2024 in Review
1,049 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2024, worth a combined $10.2B — down 2% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHA positions and 59 closed out — a net gain of 14 holders — while 388 added to existing stakes and 411 trimmed.
The largest buyer was Charles Schwab, adding an estimated $3.72B. The largest seller was Goldman Sachs, cutting an estimated $40.4M.
- 1,049 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2024, up from 1,047 in Q1 2024.
- Funds reported $10.2B of Schwab U.S Small- Cap ETF stock for Q2 2024, down 2% quarter-over-quarter.
- 73 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2024 and 59 closed out, a net change of +14 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.72B added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2024 was Goldman Sachs, an estimated $40.4M sold.
Based on aggregated 13F filings for Q2 2024.