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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
326
SageView Advisory Group
California
$2.01M +$1.61M +52,672 +399%
TW
327
Transform Wealth
Colorado
$2.01M +$174K +7,084 +10%
BWL
328
Bogart Wealth LLC
Virginia
$2.01M -$74.6K -3,032 -4%
VAF
329
Values Added Financial
District of Columbia
$1.98M +$109K +4,440 +6%
B
330
Bailard
California
$1.96M -$17.7K -720 -0.9%
EH
331
Equitable Holdings
New York
$1.96M +$26.4K +1,072 +1%
CFG
332
Clayton Financial Group
Missouri
$1.96M +$65.9K +2,678 +3%
AIS
333
American Investment Services
Massachusetts
$1.94M -$165K -6,722 -8%
BCI
334
Brinker Capital Investments
Pennsylvania
$1.93M +$180K +7,324 +10%
OPS
335
Orion Portfolio Solutions
Nebraska
$1.93M +$180K +7,324 +10%
SP
336
SWS Partners
Ohio
$1.92M +$391K +15,890 +26%
BSHC
337
Breed's Hill Capital
Massachusetts
$1.9M – – –
TWG
338
The Wealth Group
Minnesota
$1.9M – – –
CC
339
Callan Capital
California
$1.89M +$49 +2 +0%
HMS
340
Hanseatic Management Services
New Mexico
$1.88M -$97K -3,938 -5%
WF
341
Whelan Financial
California
$1.87M -$43.5K -1,766 -2%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$1.84M -$1.12M -45,364 -38%
GSC
343
Grey Street Capital
Illinois
$1.84M +$1.84M +74,640 New
CAG
344
Compass Advisory Group
New York
$1.84M -$47.9K -1,946 -3%
AAS
345
Ameritas Advisory Services
Nebraska
$1.8M +$1.08M +44,578 +150%
KF
346
Krilogy Financial
Missouri
$1.8M -$46.6K -1,892 -3%
EWA
347
Exencial Wealth Advisors
Oklahoma
$1.8M -$208K -8,444 -10%
AIM
348
Aspen Investment Management
Michigan
$1.8M +$18.6K +754 +1%
BRWA
349
B. Riley Wealth Advisors
Florida
$1.78M -$183K -8,828 -9%
CAG
350
Csenge Advisory Group
Florida
$1.75M +$188K +7,618 +12%
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