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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 %
VVP
351
Venture Visionary Partners
Ohio
$1.73M -$3.05K -124 -0.2%
DSC
352
Duncker Streett & Co
Missouri
$1.71M +$394 +16 +0%
JCIA
353
Jackson Creek Investment Advisors
Colorado
$1.71M +$213K +8,654 +14%
OPWM
354
Oakwell Private Wealth Management
Texas
$1.7M -$8.96K -364 -0.5%
CFS
355
CRA Financial Services
New Jersey
$1.68M -$7.39K -300 -0.4%
PWM
356
Paulson Wealth Management
Illinois
$1.67M -$88.7K -3,602 -5%
AWM
357
Abound Wealth Management
Tennessee
$1.66M +$45.9K +1,864 +3%
HWMG
358
Hurlow Wealth Management Group
Indiana
$1.63M -$61.7K -2,508 -4%
MPCA
359
Madison Park Capital Advisors
Washington
$1.61M +$24.3K +986 +2%
FPAS
360
Focus Partners Advisor Solutions
Missouri
$1.61M +$1.61M +65,288 New
CHA
361
Cooper/Haims Advisors
New York
$1.61M -$38.9K -1,582 -2%
SWP
362
Stratos Wealth Partners
Ohio
$1.6M -$97.4K -3,954 -6%
FCM
363
Firestone Capital Management
Florida
$1.6M +$113K +4,594 +8%
BCM
364
Barden Capital Management
Texas
$1.6M -$1.93M -78,192 -55%
Betterment LLC
365
Betterment LLC
New York
$1.6M +$1.28M +52,106 +406%
SIG
366
Spinnaker Investment Group
California
$1.6M -$7.83K -318 -0.5%
CIA
367
Cape Investment Advisory
Georgia
$1.59M -$34K -1,380 -2%
MCM
368
Mainstay Capital Management
Michigan
$1.58M -$15.4K -626 -1%
AIA
369
Arcadia Investment Advisors
Idaho
$1.58M -$67K -2,722 -4%
LC
370
LTG Capital
Massachusetts
$1.58M -$21.2K -860 -1%
WPA
371
West Paces Advisors
Georgia
$1.56M +$8.62K +350 +0.6%
AGC
372
Aspen Grove Capital
Colorado
$1.56M -$24K -976 -2%
FA
373
Financial Advisors
Massachusetts
$1.53M -$69.3K -2,814 -4%
FWM
374
Fonville Wealth Management
Virginia
$1.53M +$542 +22 +0%
RWA
375
Redhawk Wealth Advisors
Minnesota
$1.53M -$4.28M -173,758 -74%
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