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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 %
MS
301
Madden Securities
Texas
$2.4M -$876 -34 -0%
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$2.38M -$18.7K -726 -0.8%
CG
303
Caprock Group
Idaho
$2.38M +$2.78K +108 +0.1%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$2.37M -$1.25M -48,380 -34%
AF
305
Allworth Financial
California
$2.34M -$471K -18,286 -17%
CA
306
Centerpoint Advisors
Massachusetts
$2.32M – – –
SFMG
307
Sage Financial Management Group
Virginia
$2.31M +$2.31M +89,602 New
1IA
308
1834 Investment Advisors
Wisconsin
$2.31M +$2.31M +89,570 New
SFC
309
Strategic Financial Concepts
Texas
$2.29M -$114M -4,438,848 -98%
BCM
310
Boltwood Capital Management
California
$2.27M +$56.9K +2,210 +3%
JCIA
311
Jackson Creek Investment Advisors
Colorado
$2.26M +$195K +7,570 +9%
BAM
312
Berkshire Asset Management
Pennsylvania
$2.23M – – –
AAS
313
Avantax Advisory Services
Texas
$2.22M -$115K -4,462 -5%
LBC
314
Lowe Brockenbrough & Co
Virginia
$2.21M +$69.2K +2,686 +3%
DP
315
Denver PWM
Colorado
$2.21M -$7.93M -307,820 -78%
AF
316
Advisornet Financial
Minnesota
$2.2M -$185K -7,174 -8%
MWP
317
Moller Wealth Partners
$2.19M -$13.1K -510 -0.6%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$2.16M +$219K +16,878 +11%
DWM
319
Dakota Wealth Management
Florida
$2.14M -$4.33K -168 -0.2%
CAG
320
Csenge Advisory Group
Florida
$2.14M +$1.13M +87,422 +112%
CW
321
Code Waechter
Florida
$2.14M +$2.14M +82,948 New
PP
322
Patten & Patten
Tennessee
$2.13M +$962K +37,344 +82%
BWL
323
Bogart Wealth LLC
Virginia
$2.12M +$27.7K +1,074 +1%
CMBA
324
C.M. Bidwell & Associates
Hawaii
$2.12M -$14.5K -562 -0.7%
TWG
325
The Wealth Group
Minnesota
$2.1M -$15.5K -602 -0.7%
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