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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 %
JWM
251
JPL Wealth Management
Colorado
$3.18M +$576K +23,394 +22%
PFWA
252
Paces Ferry Wealth Advisors
Georgia
$3.12M -$1.55M -62,756 -33%
HG
253
Harbor Group
New Hampshire
$3.08M -$21.8K -886 -0.7%
IWM
254
IHT Wealth Management
Illinois
$3.06M +$890K +36,144 +41%
CCWA
255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.04M -$4.47M -181,622 -60%
SM
256
Sensible Money
Arizona
$3.04M -$103K -4,196 -3%
WA
257
Waverly Advisors
Alabama
$3.03M +$3.03M +123,246 New
B
258
Bensler
Washington
$3.03M -$645K -26,200 -18%
PFA
259
Petra Financial Advisors
Colorado
$3.01M -$37.3K -1,524 -1%
PA
260
Pinnacle Associates
New York
$3.01M -$19.7K -802 -0.7%
VCM
261
Vivaldi Capital Management
Illinois
$2.98M +$201K +8,370 +7%
RSWM
262
Robertson Stephens Wealth Management
California
$2.98M +$16.8K +682 +0.6%
BP
263
Broadleaf Partners
Ohio
$2.93M +$122K +4,944 +4%
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$2.91M +$1.93M +78,558 +199%
VCM
265
Vision Capital Management
Oregon
$2.9M -$3.5K -142 -0.1%
SAM
266
Smithbridge Asset Management
Pennsylvania
$2.86M +$15.3K +620 +0.5%
EW
267
Element Wealth
Mississippi
$2.86M -$7.78K -316 -0.3%
American Century Companies
268
American Century Companies
Missouri
$2.84M +$1.59M +64,746 +128%
MAS
269
Meeder Advisory Services
Ohio
$2.82M +$55.8K +2,266 +2%
GG
270
Gleason Group
Kentucky
$2.8M +$93.6K +3,800 +3%
ACM
271
Arcataur Capital Management
Wisconsin
$2.76M -$23.3K -946 -0.8%
LFG
272
Larson Financial Group
Missouri
$2.75M -$349K -14,162 -11%
PFT
273
Providence First Trust
Arizona
$2.72M – – –
CWM
274
Cedar Wealth Management
California
$2.71M +$166K +6,740 +7%
KAS
275
Kestra Advisory Services
Texas
$2.71M +$213K +8,664 +9%
9 10
11
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