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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,061 hedge funds and large institutions have $6.46B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$76.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29M
3
MGIA
Moneta Group Investment Advisors
Missouri
$36.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$633M
5
CA
CoreCap Advisors
Michigan
$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SFC
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.2M
4
TCM
Tradewinds Capital Management
Washington
$2.66M
5
WA
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Waverly Advisors
Alabama
$2.74M -$275K -10,696 -9%
CFG
277
Citizens Financial Group
Rhode Island
$2.69M +$142K +5,502 +6%
WP
278
WealthShield Partners
North Carolina
$2.69M +$3.55K +138 +0.1%
CFG
279
Clayton Financial Group
Missouri
$2.68M +$533K +20,710 +25%
SWM
280
SeaCrest Wealth Management
New York
$2.67M -$29.6K -1,150 -1%
TCM
281
Tradewinds Capital Management
Washington
$2.66M -$29.1M -1,129,782 -92%
AOWM
282
Alpha Omega Wealth Management
Virginia
$2.63M -$24.4K -948 -0.9%
CCA
283
Cobblestone Capital Advisors
New York
$2.63M -$28.6K -1,110 -1%
ML
284
McAdam LLC
Pennsylvania
$2.63M +$72.8K +2,826 +3%
BRWA
285
B. Riley Wealth Advisors
Florida
$2.63M -$70.3K -2,756 -3%
HSA
286
HBK Sorce Advisory
Pennsylvania
$2.6M -$93K -3,612 -3%
ECM
287
Exchange Capital Management
Michigan
$2.58M -$913K -35,442 -26%
B
288
Bensler
Washington
$2.56M -$211K -8,212 -8%
EFG
289
Everhart Financial Group
Ohio
$2.56M -$22.2K -864 -0.9%
TSWM
290
Triangle Securities Wealth Management
North Carolina
$2.54M +$19.1K +740 +0.8%
AQR Capital Management
291
AQR Capital Management
Connecticut
$2.54M +$69.1K +2,682 +3%
RWP
292
Revolve Wealth Partners
New Jersey
$2.52M -$95.5K -3,708 -4%
IRC
293
Investors Research Corp
Georgia
$2.49M – – –
JPLA
294
Joseph P. Lucia & Associates
New York
$2.49M -$53.1K -2,062 -2%
CC
295
Callan Capital
California
$2.46M +$488K +18,938 +25%
TW
296
Transform Wealth
Colorado
$2.45M -$79K -3,068 -3%
VC
297
Veery Capital
Delaware
$2.45M -$4.81M -186,850 -66%
FG
298
Foster Group
Iowa
$2.43M -$48.4K -1,878 -2%
LF
299
Lee Financial
Texas
$2.41M +$23.1K +896 +1%
HA
300
HC Advisors
Georgia
$2.4M +$9.73K +378 +0.4%
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