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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
226
Embree Financial Group
Illinois
$3.67M +$3.67M +155,540 New
MS
227
Madden Securities
Texas
$3.65M +$30K +1,270 +0.8%
RJA
228
Raymond James & Associates
Florida
$3.64M -$884K -37,438 -20%
CFA
229
Cahill Financial Advisors
Minnesota
$3.6M -$40.2K -1,704 -1%
MWM
230
Mission Wealth Management
California
$3.6M -$19K -804 -0.5%
PAG
231
Powers Advisory Group
Illinois
$3.6M +$50.4K +2,132 +1%
B
232
Bensler
Washington
$3.53M -$405K -17,148 -10%
RWP
233
RWA Wealth Partners
Massachusetts
$3.53M +$13.2K +558 +0.4%
SF
234
Safeguard Financial
Wisconsin
$3.51M +$210K +8,884 +6%
NB
235
NBT Bank
New York
$3.5M +$886K +37,492 +34%
CAAM
236
Cornerstone Advisors Asset Management
Pennsylvania
$3.5M +$264K +11,186 +8%
ACM
237
Anfield Capital Management
California
$3.49M -$64.8K -2,742 -2%
CB
238
Community Bank
New York
$3.41M -$64.8K -2,744 -2%
DFA
239
DHJJ Financial Advisors
Illinois
$3.38M -$58.2K -2,462 -2%
VNA
240
Valley National Advisers
Pennsylvania
$3.37M -$154K -6,540 -4%
LPAM
241
Lodestar Private Asset Management
California
$3.37M -$144K -6,078 -4%
GPFA
242
Game Plan Financial Advisors
Ohio
$3.34M +$3.34M +141,348 New
LIM
243
Leavell Investment Management
Alabama
$3.33M +$60.9K +2,578 +2%
PAG
244
Private Advisor Group
New Jersey
$3.33M -$8.17K -346 -0.2%
SFG
245
Sunburst Financial Group
Alabama
$3.3M +$142K +6,024 +5%
FA
246
FF Advisors
California
$3.24M +$3.24M +137,138 New
PWM
247
Perigon Wealth Management
California
$3.23M +$374K +15,830 +13%
KHC
248
Koesten Hirschmann & Crabtree
Kansas
$3.18M +$251K +10,630 +9%
CIC
249
Cutler Investment Counsel
Oregon
$3.16M +$95.9K +4,060 +3%
CNFG
250
Creegan & Nassoura Financial Group
New Hampshire
$3.15M -$4.72K -200 -0.1%
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