SCHA icon

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 %
FIC
326
Family Investment Center
Missouri
$2.03M -$208K -8,808 -9%
AIS
327
American Investment Services
Massachusetts
$2.02M +$29.6K +1,254 +1%
SFMG
328
Sage Financial Management Group
Virginia
$2.02M -$20.5K -866 -1%
CMBA
329
C.M. Bidwell & Associates
Hawaii
$2M +$76.4K +3,236 +4%
BWL
330
Bogart Wealth LLC
Virginia
$2M -$19.3M -816,866 -91%
BCM
331
Boltwood Capital Management
California
$1.98M +$260K +11,020 +15%
JWA
332
JFS Wealth Advisors
Pennsylvania
$1.97M -$38.8K -1,642 -2%
EWA
333
Exencial Wealth Advisors
Oklahoma
$1.92M +$1.92M +81,494 New
B
334
Bailard
California
$1.9M -$17.7K -750 -0.9%
TWG
335
The Wealth Group
Minnesota
$1.9M +$1.9M +83,242 New
HMS
336
Hanseatic Management Services
New Mexico
$1.9M +$43.2K +1,828 +2%
PWM
337
Prosperity Wealth Management
California
$1.87M +$1.87M +79,356 New
RWA
338
Rainsberger Wealth Advisors
Colorado
$1.87M -$127K -5,386 -6%
DWMG
339
DB Wealth Management Group
California
$1.87M +$29.3K +1,240 +2%
EH
340
Equitable Holdings
New York
$1.86M +$777K +32,916 +72%
TCM
341
Tradewinds Capital Management
Washington
$1.85M +$665K +28,144 +56%
WF
342
Whelan Financial
California
$1.84M +$1.7K +72 +0.1%
LCM
343
Liberty Capital Management
Michigan
$1.83M +$198K +8,392 +12%
BSHC
344
Breed's Hill Capital
Massachusetts
$1.82M +$1.82M +77,256 New
CFG
345
Clayton Financial Group
Missouri
$1.82M +$1.82M +76,940 New
CC
346
Callan Capital
California
$1.81M +$47 +2 +0%
VBWMG
347
Von Berge Wealth Management Group
California
$1.81M -$150K -6,558 -8%
CAG
348
Compass Advisory Group
New York
$1.81M -$903K -38,222 -33%
VAF
349
Values Added Financial
District of Columbia
$1.8M +$50.3K +2,130 +3%
ISWM
350
Independent Solutions Wealth Management
New York
$1.78M -$215K -9,094 -11%
12 13
14
15 16