SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 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 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Safeguard Financial
Wisconsin
$3.62M +$191K +8,062 +6%
AI
227
Atria Investments
North Carolina
$3.56M -$95.8K -4,040 -3%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$3.54M +$2.51M +105,886 +244%
LPAM
229
Lodestar Private Asset Management
California
$3.52M +$14K +588 +0.4%
JWM
230
JPL Wealth Management
Colorado
$3.5M +$438K +18,450 +14%
SCP
231
Stevens Capital Partners
Nebraska
$3.41M +$304K +12,794 +10%
KHC
232
Koesten Hirschmann & Crabtree
Kansas
$3.39M – – –
CAAM
233
Cornerstone Advisors Asset Management
Pennsylvania
$3.38M -$1.52K -64 -0%
FA
234
FF Advisors
California
$3.37M -$2.66K -112 -0.1%
NB
235
NBT Bank
New York
$3.36M -$18.9K -798 -0.6%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$3.33M -$458K -19,324 -12%
RWP
237
RWA Wealth Partners
Massachusetts
$3.32M -$223K -9,402 -6%
CB
238
Community Bank
New York
$3.31M -$61.9K -2,610 -2%
American Century Companies
239
American Century Companies
Missouri
$3.3M +$558K +23,502 +20%
AWM
240
Adams Wealth Management
Utah
$3.28M +$131K +5,508 +4%
CI
241
CacheTech Inc
Utah
$3.28M +$3.28M +138,286 New
Lido Advisors
242
Lido Advisors
California
$3.28M -$268K -11,262 -8%
DWM
243
Destination Wealth Management
California
$3.25M -$67.6K -2,848 -2%
Comerica Bank
244
Comerica Bank
Texas
$3.23M +$16.1K +678 +0.5%
CIP
245
Capital Insight Partners
Arizona
$3.22M -$2.89K -122 -0.1%
ECM
246
Exchange Capital Management
Michigan
$3.22M -$512K -21,596 -14%
DFA
247
DHJJ Financial Advisors
Illinois
$3.21M -$84.6K -3,566 -3%
OF
248
Outfitter Financial
Maine
$3.19M +$28.2K +1,190 +0.9%
WA
249
Wealth Architects
California
$3.16M – – –
CNFG
250
Creegan & Nassoura Financial Group
New Hampshire
$3.16M -$6.88K -290 -0.2%
8 9
10
11 12