Schwab U.S Small- Cap ETF
SCHA
1,047 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.
130% more call options, than puts
Call options by funds: $2.66M | Put options by funds: $1.16M
12% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 65
8% more capital invested
Capital invested by funds: $9.59B → $10.4B (+$789M)
1% less funds holding
Funds holding: 1,055 → 1,047 (-8)
2% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 415
8.74% less ownership
Funds ownership: 130.41% → 121.67% (-8.7%)
11% less funds holding in top 10
Funds holding in top 10: 71 → 63 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$541M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$81.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.1M |
| 4 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
+$12.7M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$696M |
| 2 |
Morgan Stanley
New York
|
-$59.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$56.3M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$24.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$23.6M |
SCHA Hedge Fund Activity: Q1 2024 in Review
1,047 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2024, worth a combined $10.4B — up 8.2% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHA positions and 65 closed out — a net gain of 8 holders — while 407 added to existing stakes and 415 trimmed.
The largest buyer was Bank of America, adding an estimated $541M. The largest seller was Cerity Partners, cutting an estimated $696M.
- 1,047 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2024, down from 1,055 in Q4 2023.
- Funds reported $10.4B of Schwab U.S Small- Cap ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
- 73 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2024 and 65 closed out, a net change of +8 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2024 was Bank of America, an estimated $541M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2024 was Cerity Partners, an estimated $696M sold.
Based on aggregated 13F filings for Q1 2024.