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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 450 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.37%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$163M
2
Bank of America
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$655M
4
WA
Waterford Advisors
New York
$16.2M
5
TCM
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
Goldman Sachs
New York
$75.5M
4
MGIA
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
CacheTech Inc
Utah
$3.85M +$39.4K +1,523 +1%
AWM
227
Adams Wealth Management
Utah
$3.85M +$39.4K +1,523 +1%
PAI
228
Pittenger & Anderson Inc
Nebraska
$3.77M -$33.2K -1,282 -0.9%
Lido Advisors
229
Lido Advisors
California
$3.77M +$519K +20,060 +16%
JWS
230
Juncture Wealth Strategies
Arizona
$3.74M -$69K -2,670 -2%
FVWA
231
Foster Victor Wealth Advisors
South Carolina
$3.73M +$3.73M +140,400 New
IAA
232
Independent Advisor Alliance
North Carolina
$3.71M +$3.51M +135,628 +1,727%
CAAM
233
Cornerstone Advisors Asset Management
Pennsylvania
$3.71M +$5.22K +202 +0.1%
FA
234
FF Advisors
California
$3.68M -$4.13M -152,068 -53%
Wealthfront Advisers
235
Wealthfront Advisers
California
$3.64M +$371K +14,339 +11%
BFG
236
Berger Financial Group
Minnesota
$3.63M -$79.3K -3,068 -2%
MWM
237
Mission Wealth Management
California
$3.61M -$672K -25,988 -16%
LCM
238
Leisure Capital Management
California
$3.59M +$73.5K +2,842 +2%
RWP
239
RWA Wealth Partners
Massachusetts
$3.57M +$4.84K +187 +0.1%
LA
240
LVW Advisors
New York
$3.55M -$63.5K -2,454 -2%
PMG
241
ProVise Management Group
Florida
$3.5M -$331K -12,805 -9%
PP
242
PrairieView Partners
Minnesota
$3.47M -$385K -14,897 -10%
CIP
243
Capital Insight Partners
Arizona
$3.47M +$11.6K +450 +0.3%
CB
244
Community Bank
New York
$3.46M -$42K -1,624 -1%
KF
245
K2 Financial
California
$3.46M +$3.46M +135,253 New
WA
246
Wealth Architects
California
$3.45M -$3K -116 -0.1%
PWM
247
Perigon Wealth Management
California
$3.44M -$18.2K -687 -0.5%
OF
248
Outfitter Financial
Maine
$3.42M -$21.5K -830 -0.6%
DFA
249
DHJJ Financial Advisors
Illinois
$3.42M -$93.9K -3,631 -3%
NB
250
NBT Bank
New York
$3.42M -$54K -2,089 -2%
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