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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 %
RWP
301
Revolve Wealth Partners
New Jersey
$2.59M +$53.9K +2,084 +2%
HSA
302
HBK Sorce Advisory
Pennsylvania
$2.58M -$31.3K -1,210 -1%
ML
303
McAdam LLC
Pennsylvania
$2.58M -$61.9K -2,395 -2%
CFG
304
Citizens Financial Group
Rhode Island
$2.57M -$137K -5,289 -5%
CCA
305
Cobblestone Capital Advisors
New York
$2.56M -$84K -3,248 -3%
FFA
306
Farther Finance Advisors
California
$2.53M +$1.75M +67,727 +224%
CG
307
Caprock Group
Idaho
$2.53M +$142K +5,507 +6%
IRC
308
Investors Research Corp
Georgia
$2.49M -$18.3K -709 -0.7%
FG
309
Foster Group
Iowa
$2.48M +$35.2K +1,361 +1%
JPLA
310
Joseph P. Lucia & Associates
New York
$2.47M -$25.8K -996 -1%
BAM
311
Berkshire Asset Management
Pennsylvania
$2.46M -$69.6K -2,584 -3%
CC
312
Callan Capital
California
$2.43M -$36.5K -1,413 -1%
TW
313
Transform Wealth
Colorado
$2.43M -$26.7K -1,033 -1%
LF
314
Lee Financial
Texas
$2.41M -$15.6K -602 -0.6%
JCIA
315
Jackson Creek Investment Advisors
Colorado
$2.4M +$130K +5,039 +6%
B
316
Bensler
Washington
$2.38M -$189K -7,307 -7%
MMCM
317
Murphy & Mullick Capital Management
New York
$2.37M +$2.37M +91,596 New
MS
318
Madden Securities
Texas
$2.37M -$47.2K -1,825 -2%
AWS
319
Atria Wealth Solutions
New York
$2.34M +$1.14M +44,061 +95%
BCI
320
Brinker Capital Investments
Pennsylvania
$2.34M +$304K +11,742 +15%
OPS
321
Orion Portfolio Solutions
Nebraska
$2.34M +$304K +11,742 +15%
CA
322
Centerpoint Advisors
Massachusetts
$2.33M – – –
LKBC
323
L.K. Benson & Company
Maryland
$2.3M +$2.3M +88,865 New
AAS
324
Avantax Advisory Services
Texas
$2.29M +$58.7K +2,268 +3%
SFMG
325
Sage Financial Management Group
Virginia
$2.28M -$33.4K -1,291 -1%
11 12
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