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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 %
VAF
251
Values Added Financial
District of Columbia
$3.42M +$199K +7,702 +6%
PFA
252
Petra Financial Advisors
Colorado
$3.42M +$79.3K +3,066 +2%
AF
253
Allworth Financial
California
$3.4M +$959K +35,678 +39%
ACA
254
Aptus Capital Advisors
Alabama
$3.4M -$492K -19,014 -13%
CNFG
255
Creegan & Nassoura Financial Group
New Hampshire
$3.35M -$92.8K -3,588 -3%
DWM
256
Destination Wealth Management
California
$3.32M -$145K -5,603 -4%
EPM
257
Elm Partners Management
Pennsylvania
$3.32M +$1.03M +39,845 +45%
KHC
258
Koesten Hirschmann & Crabtree
Kansas
$3.28M -$7.78K -301 -0.2%
PP
259
Patten & Patten
Tennessee
$3.25M +$1.1M +42,696 +52%
AWM
260
Apollon Wealth Management
South Carolina
$3.24M +$395K +15,290 +14%
NCM
261
Next Capital Management
New York
$3.16M -$16.9K -654 -0.5%
EWA
262
EP Wealth Advisors
California
$3.15M +$106K +4,108 +3%
VA
263
Valmark Advisers
Ohio
$3.14M +$194K +7,486 +7%
PFWA
264
Paces Ferry Wealth Advisors
Georgia
$3.13M -$10.9K -421 -0.3%
GG
265
Gleason Group
Kentucky
$3.11M +$79.4K +3,069 +3%
WCM
266
Winthrop Capital Management
Indiana
$3.1M +$3.1M +120,050 New
EFP
267
Elser Financial Planning
Indiana
$3.08M -$228K -8,823 -7%
BP
268
Broadleaf Partners
Ohio
$3.07M -$37.2K -1,440 -1%
SM
269
Sensible Money
Arizona
$3.06M -$16.6K -641 -0.5%
NFG
270
Northeast Financial Group
Pennsylvania
$3.06M +$209K +8,086 +7%
SEIA
271
Signature Estate & Investment Advisors
California
$3.02M +$130K +5,041 +5%
BWM
272
BNC Wealth Management
Oregon
$3.02M +$151K +5,825 +5%
PFM
273
Phillips Financial Management
Indiana
$3.01M -$14.3K -552 -0.5%
LFG
274
Larson Financial Group
Missouri
$3M +$218K +8,418 +8%
VCM
275
Vision Capital Management
Oregon
$2.99M -$16.2K -628 -0.5%
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