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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 %
AF
276
Allworth Financial
California
$2.71M +$777K +32,886 +40%
BP
277
Broadleaf Partners
Ohio
$2.69M +$12.8K +542 +0.5%
TFF
278
The Family Firm
Maryland
$2.69M -$20.1K -852 -0.7%
ACM
279
Arcataur Capital Management
Wisconsin
$2.67M -$5.67K -240 -0.2%
VCM
280
Vivaldi Capital Management
Illinois
$2.66M +$359K +15,670 +16%
MAS
281
Meeder Advisory Services
Ohio
$2.65M -$49.6K -2,098 -2%
CFG
282
Citizens Financial Group
Rhode Island
$2.65M +$19.8K +840 +0.8%
AAS
283
Avantax Advisory Services
Texas
$2.64M +$894K +37,830 +51%
GAM
284
Garrison Asset Management
Arkansas
$2.63M +$92.7K +3,924 +4%
PFT
285
Providence First Trust
Arizona
$2.61M – – –
GG
286
Gleason Group
Kentucky
$2.6M +$206K +8,728 +9%
CCM
287
Coldstream Capital Management
Washington
$2.59M -$57.5K -2,436 -2%
BCWM
288
Bartlett & Co Wealth Management
Ohio
$2.58M -$1.92K -80 -0.1%
BC
289
Bartlett & Co
Ohio
$2.58M -$1.92K -80 -0.1%
Bank of New York Mellon
290
Bank of New York Mellon
New York
$2.54M +$516K +21,830 +26%
CCA
291
Cobblestone Capital Advisors
New York
$2.51M +$217K +9,208 +10%
EWA
292
EP Wealth Advisors
California
$2.5M +$84.5K +3,578 +3%
ML
293
McAdam LLC
Pennsylvania
$2.5M +$17.9K +758 +0.7%
JWM
294
JPL Wealth Management
Colorado
$2.49M +$2.49M +105,628 New
NCM
295
Next Capital Management
New York
$2.49M +$35K +1,482 +1%
PFM
296
Phillips Financial Management
Indiana
$2.48M +$34.3K +1,454 +1%
CWM
297
Cedar Wealth Management
California
$2.44M +$1.77M +74,868 +262%
AOWM
298
Alpha Omega Wealth Management
Virginia
$2.43M -$109K -4,628 -4%
HSA
299
HBK Sorce Advisory
Pennsylvania
$2.42M -$101K -4,290 -4%
SCP
300
Stevens Capital Partners
Nebraska
$2.42M +$725K +30,710 +43%
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