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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
Cerity Partners
New York
$87.4M
2
Morgan Stanley
Morgan Stanley
New York
$116M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$579M
4
CSIA
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$940K
2
FA
Financial Advisors
Massachusetts
$1.54M
3
UCFA
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
Ameriprise
Minnesota
$28.5M
5
BWL
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
301
Everhart Financial Group
Ohio
$2.42M -$114K -4,820 -5%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$2.41M +$24.7K +1,046 +1%
JPLA
303
Joseph P. Lucia & Associates
New York
$2.4M +$66.8K +2,826 +3%
KAS
304
Kestra Advisory Services
Texas
$2.4M +$758K +32,084 +46%
RWP
305
Revolve Wealth Partners
New Jersey
$2.39M -$147K -6,226 -6%
SWM
306
SeaCrest Wealth Management
New York
$2.39M -$92.7K -4,070 -4%
IRC
307
Investors Research Corp
Georgia
$2.37M -$18.7K -790 -0.8%
WP
308
WealthShield Partners
North Carolina
$2.34M -$27.1K -1,146 -1%
William Blair & Company
309
William Blair & Company
Illinois
$2.31M -$41.1K -1,740 -2%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$2.31M +$21.2K +882 +0.9%
TSWM
311
Triangle Securities Wealth Management
North Carolina
$2.25M -$1.28K -54 -0.1%
AF
312
Advisornet Financial
Minnesota
$2.25M +$161K +6,812 +8%
BRWA
313
B. Riley Wealth Advisors
Florida
$2.23M +$209K +8,828 +10%
CBFP
314
Cedar Brook Financial Partners
Ohio
$2.23M +$47.6K +2,080 +2%
HA
315
HC Advisors
Georgia
$2.21M +$117K +4,962 +6%
MWP
316
Moller Wealth Partners
$2.19M +$483K +20,440 +28%
BAM
317
Berkshire Asset Management
Pennsylvania
$2.14M -$60.9K -2,578 -3%
GW
318
GW & Wade
Massachusetts
$2.13M +$275K +11,638 +15%
CA
319
Centerpoint Advisors
Massachusetts
$2.13M – – –
Wealthfront Advisers
320
Wealthfront Advisers
California
$2.13M +$14.3K +604 +0.7%
DWM
321
Dakota Wealth Management
Florida
$2.12M +$22.4K +950 +1%
LF
322
Lee Financial
Texas
$2.11M +$143K +6,052 +7%
IWM
323
IHT Wealth Management
Illinois
$2.09M +$16.8K +712 +0.8%
MFT
324
Moisand Fitzgerald Tamayo
Florida
$2.07M -$168K -7,116 -8%
LBC
325
Lowe Brockenbrough & Co
Virginia
$2.04M +$171K +7,244 +9%
11 12
13
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