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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 %
KF
351
Krilogy Financial
Missouri
$1.77M -$174K -7,370 -9%
TW
352
Transform Wealth
Colorado
$1.76M -$1.17M -49,326 -40%
SFC
353
Strategic Financial Concepts
Texas
$1.74M -$1.69M -71,730 -49%
UAG
354
United Advisor Group
Ohio
$1.71M +$1.71M +72,128 New
AIM
355
Aspen Investment Management
Michigan
$1.71M +$29.1K +1,232 +2%
RAG
356
RIA Advisory Group
Iowa
$1.7M +$1.7M +60,350 New
PWM
357
Paulson Wealth Management
Illinois
$1.69M -$70.2K -2,974 -4%
VVP
358
Venture Visionary Partners
Ohio
$1.66M +$1.22M +51,756 +277%
OPS
359
Orion Portfolio Solutions
Nebraska
$1.65M -$472K -20,344 -22%
BCI
360
Brinker Capital Investments
Pennsylvania
$1.65M -$472K -20,344 -22%
DSC
361
Duncker Streett & Co
Missouri
$1.64M +$850 +36 +0.1%
OPWM
362
Oakwell Private Wealth Management
Texas
$1.64M -$143K -6,034 -8%
SWP
363
Stratos Wealth Partners
Ohio
$1.63M +$825K +34,936 +102%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$1.63M +$727K +30,786 +81%
HWMG
365
Hurlow Wealth Management Group
Indiana
$1.62M -$4.82K -204 -0.3%
CFS
366
CRA Financial Services
New Jersey
$1.62M -$42.9K -1,818 -3%
NP
367
NorthRock Partners
Minnesota
$1.61M +$310K +13,114 +24%
FG
368
Foster Group
Iowa
$1.61M – – –
SDWMA
369
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.61M – – –
CWM
370
Campbell Wealth Management
Virginia
$1.59M +$191K +8,106 +14%
AIA
371
Arcadia Investment Advisors
Idaho
$1.58M -$15.4K -650 -1%
CHA
372
Cooper/Haims Advisors
New York
$1.58M -$290K -12,286 -16%
EFS
373
Econ Financial Services
Pennsylvania
$1.57M -$31.2K -1,322 -2%
CIA
374
Cape Investment Advisory
Georgia
$1.56M -$15.1K -640 -1%
AWM
375
Abound Wealth Management
Tennessee
$1.54M +$319K +13,520 +26%
13 14
15
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