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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 %
SWA
326
Stratos Wealth Advisors
Ohio
$2.27M +$1.02M +39,391 +81%
Comerica Bank
327
Comerica Bank
Texas
$2.27M -$791K -30,606 -26%
LBC
328
Lowe Brockenbrough & Co
Virginia
$2.26M +$42.2K +1,631 +2%
BCM
329
Boltwood Capital Management
California
$2.26M -$14.7K -570 -0.6%
AIM
330
Archer Investment Management
Texas
$2.25M +$2.25M +87,198 New
CAG
331
Csenge Advisory Group
Florida
$2.24M -$2.04M -79,050 -48%
FCM
332
Firestone Capital Management
Florida
$2.21M +$140K +5,410 +7%
AIA
333
Accelerate Investment Advisors
California
$2.19M +$94.8K +3,665 +5%
DWM
334
Dakota Wealth Management
Florida
$2.19M +$36.6K +1,415 +2%
DP
335
Denver PWM
Colorado
$2.17M -$46.3K -1,791 -2%
AAS
336
Ameritas Advisory Services
Nebraska
$2.16M +$102K +3,932 +5%
AF
337
Advisornet Financial
Minnesota
$2.16M -$54.8K -2,121 -2%
CW
338
Code Waechter
Florida
$2.14M -$8.15K -315 -0.4%
WA
339
Waverly Advisors
Alabama
$2.13M -$618K -23,897 -22%
CMBA
340
C.M. Bidwell & Associates
Hawaii
$2.13M +$1.11K +43 +0.1%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$2.12M -$257K -9,957 -11%
BWL
342
Bogart Wealth LLC
Virginia
$2.12M -$13.4K -520 -0.6%
ECM
343
Exchange Capital Management
Michigan
$2.12M -$477K -18,459 -18%
TWG
344
The Wealth Group
Minnesota
$2.1M -$12.4K -481 -0.6%
CFG
345
Certior Financial Group
Pennsylvania
$2.1M +$2.1M +81,231 New
VBWMG
346
Von Berge Wealth Management Group
California
$2.07M -$2.05M -76,109 -50%
EFG
347
Everhart Financial Group
Ohio
$2.04M -$526K -20,359 -20%
American Century Companies
348
American Century Companies
Missouri
$2.04M +$1.19M +46,203 +141%
EH
349
Equitable Holdings
New York
$2.03M -$37.4K -1,448 -2%
1IA
350
1834 Investment Advisors
Wisconsin
$2.03M -$289K -11,187 -12%
12 13
14
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