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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,044 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, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
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 %
LBC
326
Lowe Brockenbrough & Co
Virginia
$1.98M +$28.1K +1,182 +1%
DWM
327
Dakota Wealth Management
Florida
$1.98M -$278K -11,700 -12%
CMBA
328
C.M. Bidwell & Associates
Hawaii
$1.96M +$4.32K +182 +0.2%
NFG
329
Northeast Financial Group
Pennsylvania
$1.96M -$50.1K -2,112 -2%
TWG
330
The Wealth Group
Minnesota
$1.95M -$21.3K -898 -1%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$1.95M -$61.1K -2,576 -3%
BWL
332
Bogart Wealth LLC
Virginia
$1.93M -$2.85K -120 -0.1%
EH
333
Equitable Holdings
New York
$1.91M +$15.2K +640 +0.8%
AAS
334
Ameritas Advisory Services
Nebraska
$1.9M +$137K +5,768 +8%
JCIA
335
Jackson Creek Investment Advisors
Colorado
$1.9M +$249K +10,508 +15%
CCM
336
Coldstream Capital Management
Washington
$1.89M -$540K -22,758 -22%
AIS
337
American Investment Services
Massachusetts
$1.86M -$5.93K -250 -0.3%
CAG
338
Csenge Advisory Group
Florida
$1.86M +$166K +7,006 +10%
BSHC
339
Breed's Hill Capital
Massachusetts
$1.83M – – –
JWM
340
Janiczek Wealth Management
Colorado
$1.83M -$15.6M -655,842 -90%
JWA
341
JFS Wealth Advisors
Pennsylvania
$1.83M -$141K -5,944 -7%
CC
342
Callan Capital
California
$1.82M -$2.09K -88 -0.1%
WF
343
Whelan Financial
California
$1.8M -$664 -28 -0%
BCI
344
Brinker Capital Investments
Pennsylvania
$1.8M -$63K -2,656 -3%
OPS
345
Orion Portfolio Solutions
Nebraska
$1.8M -$63K -2,656 -3%
B
346
Bailard
California
$1.78M -$108K -4,560 -6%
CAG
347
Compass Advisory Group
New York
$1.75M -$30.2K -1,268 -2%
AIM
348
Aspen Investment Management
Michigan
$1.74M +$13.2K +556 +0.8%
HMS
349
Hanseatic Management Services
New Mexico
$1.73M -$83.4K -3,514 -5%
SP
350
SWS Partners
Ohio
$1.71M -$142K -5,968 -8%
12 13
14
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