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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 %
AAS
276
Asset Allocation Strategies
Michigan
$2.98M +$1.41M +53,405 +89%
EW
277
Element Wealth
Mississippi
$2.94M -$10.6K -408 -0.4%
LIM
278
Leavell Investment Management
Alabama
$2.93M +$32K +1,239 +1%
HG
279
Harbor Group
New Hampshire
$2.92M -$25.5K -986 -0.9%
PA
280
Pinnacle Associates
New York
$2.9M -$278K -10,764 -9%
LCM
281
Liberty Capital Management
Michigan
$2.88M +$10.4K +402 +0.4%
CCWA
282
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.87M -$323K -12,491 -10%
TFF
283
The Family Firm
Maryland
$2.86M -$1.24K -48 -0%
SAW
284
Signal Advisors Wealth
Michigan
$2.85M +$2.85M +110,379 New
SFC
285
Strategic Financial Concepts
Texas
$2.85M +$550K +21,279 +24%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$2.85M -$361K -13,977 -11%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$2.84M -$3.1K -120 -0.1%
ACM
288
Arcataur Capital Management
Wisconsin
$2.83M -$39.7K -1,534 -1%
SFG
289
Sunburst Financial Group
Alabama
$2.82M -$542K -20,976 -16%
TF
290
TME Financial
California
$2.8M +$2.8M +54,374 New
CFG
291
Clayton Financial Group
Missouri
$2.74M +$53.3K +2,062 +2%
BRWA
292
B. Riley Wealth Advisors
Florida
$2.74M +$80.5K +3,112 +3%
IWM
293
IHT Wealth Management
Illinois
$2.72M -$2.7M -104,547 -50%
WP
294
WealthShield Partners
North Carolina
$2.72M +$19.1K +740 +0.7%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$2.71M +$311K +12,026 +13%
AOWM
296
Alpha Omega Wealth Management
Virginia
$2.66M +$10.8K +416 +0.4%
SWM
297
SeaCrest Wealth Management
New York
$2.64M -$49.4K -1,910 -2%
AQR Capital Management
298
AQR Capital Management
Connecticut
$2.64M +$87K +3,366 +3%
TSWM
299
Triangle Securities Wealth Management
North Carolina
$2.63M +$80.3K +3,105 +3%
HA
300
HC Advisors
Georgia
$2.6M +$188K +7,266 +8%
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