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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$2.34M +$1.38M +57,956 +142%
JPLA
302
Joseph P. Lucia & Associates
New York
$2.34M -$88.2K -3,718 -4%
TW
303
Transform Wealth
Colorado
$2.34M +$396K +16,632 +20%
TSWM
304
Triangle Securities Wealth Management
North Carolina
$2.32M +$12.8K +540 +0.6%
IRC
305
Investors Research Corp
Georgia
$2.3M -$43K -1,812 -2%
FG
306
Foster Group
Iowa
$2.28M -$158K -6,676 -6%
VBWMG
307
Von Berge Wealth Management Group
California
$2.28M -$2.68K -114 -0.1%
AQR Capital Management
308
AQR Capital Management
Connecticut
$2.28M +$2.28M +95,910 New
BAM
309
Berkshire Asset Management
Pennsylvania
$2.23M +$16.5K +696 +0.7%
MS
310
Madden Securities
Texas
$2.21M -$339K -14,298 -13%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$2.21M -$8.54K -360 -0.4%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$2.21M -$108K -4,572 -5%
LF
313
Lee Financial
Texas
$2.21M +$79.9K +3,358 +4%
HA
314
HC Advisors
Georgia
$2.21M -$69.3K -2,920 -3%
AF
315
Advisornet Financial
Minnesota
$2.2M -$70.7K -2,982 -3%
CG
316
Caprock Group
Idaho
$2.19M +$1.78M +74,940 +436%
LCM
317
Liberty Capital Management
Michigan
$2.16M +$80.9K +3,408 +4%
AAS
318
Avantax Advisory Services
Texas
$2.15M -$282K -11,890 -12%
CA
319
Centerpoint Advisors
Massachusetts
$2.14M – – –
VAF
320
Values Added Financial
District of Columbia
$2.06M +$153K +6,442 +8%
CFG
321
Clayton Financial Group
Missouri
$2.05M +$90.2K +3,662 +5%
BCM
322
Boltwood Capital Management
California
$2.04M -$69.8K -2,940 -3%
MWP
323
Moller Wealth Partners
$2.03M -$30.3K -1,278 -1%
ISWM
324
Independent Solutions Wealth Management
New York
$2.02M +$10.1K +426 +0.5%
LBC
325
Lowe Brockenbrough & Co
Virginia
$1.98M +$28.1K +1,182 +1%
11 12
13
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