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 %
LCM
251
Leisure Capital Management
California
$3.15M -$26.9K -1,132 -0.8%
PWM
252
Perigon Wealth Management
California
$3.14M -$34.9K -1,472 -1%
SFG
253
Sunburst Financial Group
Alabama
$3.13M -$79.4K -3,348 -2%
CHA
254
Carmichael Hill & Associates
Maryland
$3.08M -$664 -28 -0%
VCM
255
Vivaldi Capital Management
Illinois
$3.08M +$131K +5,530 +4%
IWM
256
IHT Wealth Management
Illinois
$3.01M +$62.3K +2,624 +2%
EFP
257
Elser Financial Planning
Indiana
$2.98M +$2.98M +125,674 New
PFA
258
Petra Financial Advisors
Colorado
$2.98M +$59K +2,486 +2%
LIM
259
Leavell Investment Management
Alabama
$2.97M -$387K -16,254 -12%
HG
260
Harbor Group
New Hampshire
$2.94M -$26.1K -1,102 -0.9%
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$2.91M +$2.91M +122,490 New
PFWA
262
Paces Ferry Wealth Advisors
Georgia
$2.9M -$112K -4,722 -4%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$2.89M +$2.53M +106,690 +704%
Citadel Advisors
264
Citadel Advisors
Florida
$2.87M +$2.25M +94,866 +363%
NCM
265
Next Capital Management
New York
$2.85M +$349K +14,720 +14%
BP
266
Broadleaf Partners
Ohio
$2.84M +$22.2K +936 +0.8%
SM
267
Sensible Money
Arizona
$2.82M -$107K -4,490 -4%
CCWA
268
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$118K -4,986 -4%
SAM
269
Smithbridge Asset Management
Pennsylvania
$2.78M +$20.4K +860 +0.7%
VCM
270
Vision Capital Management
Oregon
$2.78M -$20.5K -862 -0.7%
WA
271
Waverly Advisors
Alabama
$2.78M -$146K -6,168 -5%
PA
272
Pinnacle Associates
New York
$2.77M -$126K -5,310 -4%
EW
273
Element Wealth
Mississippi
$2.74M -$17.4K -732 -0.6%
VA
274
Valmark Advisers
Ohio
$2.73M -$3.28M -138,078 -55%
AF
275
Allworth Financial
California
$2.72M -$13.2K -530 -0.5%
9 10
11
12 13