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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 %
VBWMG
326
Von Berge Wealth Management Group
California
$2.1M +$770K +56,024 +58%
JWA
327
JFS Wealth Advisors
Pennsylvania
$2.09M +$109K +4,252 +6%
AIA
328
Accelerate Investment Advisors
California
$2.09M +$2.09M +81,196 New
ISWM
329
Independent Solutions Wealth Management
New York
$2.09M -$108K -4,200 -5%
EH
330
Equitable Holdings
New York
$2.06M -$8.45K -328 -0.4%
FCM
331
Firestone Capital Management
Florida
$2.06M +$307K +11,908 +18%
AAS
332
Ameritas Advisory Services
Nebraska
$2.05M -$12.4K -482 -0.6%
MFT
333
Moisand Fitzgerald Tamayo
Florida
$2.05M -$67.1K -2,606 -3%
BCI
334
Brinker Capital Investments
Pennsylvania
$2.03M +$74.1K +2,878 +4%
OPS
335
Orion Portfolio Solutions
Nebraska
$2.03M +$74.1K +2,878 +4%
AIS
336
American Investment Services
Massachusetts
$2.02M -$1.49K -58 -0.1%
BSHC
337
Breed's Hill Capital
Massachusetts
$1.99M – – –
AIM
338
Aspen Investment Management
Michigan
$1.97M +$73.6K +2,860 +4%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$1.95M -$454K -17,648 -19%
ACA
340
Aptus Capital Advisors
Alabama
$1.94M +$1.67M +129,590 +620%
CAG
341
Compass Advisory Group
New York
$1.92M +$34.4K +1,336 +2%
WF
342
Whelan Financial
California
$1.92M -$35.7K -1,386 -2%
B
343
Bailard
California
$1.86M -$76.1K -2,954 -4%
EE
344
EWG Elevate
California
$1.83M -$1.01M -39,218 -36%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.75K +68 +0.1%
GC
346
Grimes & Company
Massachusetts
$1.81M +$386K +14,992 +27%
VVP
347
Venture Visionary Partners
Ohio
$1.79M -$17.5K -680 -1%
CCM
348
Coldstream Capital Management
Washington
$1.79M -$258K -10,036 -13%
CA
349
Clearstead Advisors
Ohio
$1.78M +$197K +7,660 +12%
HMS
350
Hanseatic Management Services
New Mexico
$1.78M -$101K -3,906 -5%
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