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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 %
WA
251
Wealth Architects
California
$3.15M -$9.17K -388 -0.3%
AWM
252
Adams Wealth Management
Utah
$3.08M +$3.08M +130,330 New
CHA
253
Carmichael Hill & Associates
Maryland
$3.08M +$218K +9,230 +8%
OF
254
Outfitter Financial
Maine
$3.07M +$18.4K +780 +0.6%
CIP
255
Capital Insight Partners
Arizona
$3.05M +$9.59K +406 +0.3%
AI
256
Atria Investments
North Carolina
$3.02M +$575K +24,362 +24%
SM
257
Sensible Money
Arizona
$3.01M -$5.91K -250 -0.2%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$3.01M +$511K +21,634 +20%
AIM
259
Anchor Investment Management
South Carolina
$3.01M +$44.1K +1,866 +1%
BCM
260
Barden Capital Management
Texas
$2.98M +$223K +10,728 +8%
HG
261
Harbor Group
New Hampshire
$2.98M +$189K +7,996 +7%
LFG
262
Larson Financial Group
Missouri
$2.97M +$312K +13,204 +12%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$2.97M -$42.1K -1,784 -1%
LCM
264
Leisure Capital Management
California
$2.96M +$332K +14,040 +13%
WCM
265
Winthrop Capital Management
Indiana
$2.96M +$2.96M +125,260 New
PFA
266
Petra Financial Advisors
Colorado
$2.94M -$5.67K -240 -0.2%
Comerica Bank
267
Comerica Bank
Texas
$2.91M +$665K +28,156 +30%
PA
268
Pinnacle Associates
New York
$2.9M +$21.3K +900 +0.7%
EE
269
EWG Elevate
California
$2.87M -$202K -8,536 -7%
RSWM
270
Robertson Stephens Wealth Management
California
$2.84M +$2.84M +120,186 New
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$2.84M -$103K -4,348 -3%
RWA
272
Roberts Wealth Advisors
California
$2.83M -$110K -1,602 -4%
VCM
273
Vision Capital Management
Oregon
$2.79M -$25.1K -1,064 -0.9%
EW
274
Element Wealth
Mississippi
$2.75M -$33.9K -1,434 -1%
SAM
275
Smithbridge Asset Management
Pennsylvania
$2.73M -$115K -4,866 -4%
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