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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 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 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
226
Lodestar Private Asset Management
California
$3.64M +$123K +4,982 +3%
PAG
227
Private Advisor Group
New Jersey
$3.63M +$160K +6,508 +5%
SF
228
Safeguard Financial
Wisconsin
$3.56M -$99.7K -4,048 -3%
AFG
229
Atomi Financial Group
New York
$3.52M +$2.3M +93,596 +189%
CAAM
230
Cornerstone Advisors Asset Management
Pennsylvania
$3.51M -$138K -5,618 -4%
NB
231
NBT Bank
New York
$3.51M -$144K -5,854 -4%
CB
232
Community Bank
New York
$3.5M -$55.1K -2,240 -2%
FA
233
FF Advisors
California
$3.49M +$119K +4,814 +4%
LIM
234
Leavell Investment Management
Alabama
$3.47M -$3.89K -158 -0.1%
DWM
235
Destination Wealth Management
California
$3.44M -$1.71M -69,628 -33%
DFA
236
DHJJ Financial Advisors
Illinois
$3.41M -$110K -4,450 -3%
KHC
237
Koesten Hirschmann & Crabtree
Kansas
$3.39M +$82K +3,332 +2%
SFC
238
Strategic Financial Concepts
Texas
$3.36M +$1.54M +62,526 +85%
CIP
239
Capital Insight Partners
Arizona
$3.35M +$167K +6,776 +5%
Comerica Bank
240
Comerica Bank
Texas
$3.33M +$297K +12,056 +10%
LCM
241
Leisure Capital Management
California
$3.3M +$208K +8,446 +7%
PWM
242
Perigon Wealth Management
California
$3.3M -$68.6K -2,786 -2%
SFG
243
Sunburst Financial Group
Alabama
$3.3M -$109K -4,486 -3%
CNFG
244
Creegan & Nassoura Financial Group
New Hampshire
$3.28M – – –
WA
245
Wealth Architects
California
$3.28M -$49 -2 -0%
OF
246
Outfitter Financial
Maine
$3.28M +$82K +3,330 +3%
AWM
247
Adams Wealth Management
Utah
$3.27M +$60.3K +2,448 +2%
SCP
248
Stevens Capital Partners
Nebraska
$3.22M +$697K +28,326 +28%
CHA
249
Carmichael Hill & Associates
Maryland
$3.2M -$8.22K -334 -0.3%
AIM
250
Anchor Investment Management
South Carolina
$3.19M +$49.6K +2,014 +2%
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