Schwab U.S Small- Cap ETF
SCHA
1,073 hedge funds and large institutions have $6.49B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 433 increasing their positions, 381 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
53% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 59
14% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 381
2% more funds holding
Funds holding: 1,053 → 1,073 (+20)
2% more funds holding in top 10
Funds holding in top 10: 59 → 60 (+1)
25.55% less ownership
Funds ownership: 61.49% → 35.94% (-26%)
94% less capital inflows, than outflows
Capital inflows: $264M | Capital outflows: $4.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$20.7M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$17.3M |
| 3 |
CoreCap Advisors
Southfield,
Michigan
|
+$16.9M |
| 4 |
Cerity Partners
New York
|
+$15.9M |
| 5 |
IMA Advisory Services
Denver,
Colorado
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$4.13B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.4M |
| 3 |
Tradewinds Capital Management
Bellingham,
Washington
|
-$28.1M |
| 4 |
Waterford Advisors
Orchard Park,
New York
|
-$14.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.5M |
SCHA Hedge Fund Activity: Q3 2024 in Review
1,073 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2024, worth a combined $6.49B — down 36% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SCHA positions and 59 closed out — a net gain of 31 holders — while 433 added to existing stakes and 381 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $20.7M. The largest seller was Charles Schwab, exiting entirely with an estimated $4.13B sold.
- 1,073 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2024, up from 1,053 in Q2 2024.
- Funds reported $6.49B of Schwab U.S Small- Cap ETF stock for Q3 2024, down 36% quarter-over-quarter.
- 90 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2024 and 59 closed out, a net change of +31 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $20.7M 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.