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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 %
SIG
376
Spinnaker Investment Group
California
$1.54M -$90.4K -3,828 -6%
FA
377
Financial Advisors
Massachusetts
$1.54M -$45M -1,904,252 -97%
MCM
378
Mainstay Capital Management
Michigan
$1.53M -$6.09K -258 -0.4%
LC
379
LTG Capital
Massachusetts
$1.53M +$94 +4 +0%
MPCA
380
Madison Park Capital Advisors
Washington
$1.52M +$1.52M +64,450 New
SPFA
381
Summit Place Financial Advisors
New Jersey
$1.52M +$205K +8,690 +16%
AGC
382
Aspen Grove Capital
Colorado
$1.52M -$3.31K -140 -0.2%
GRP
383
Global Retirement Partners
California
$1.52M -$491K -21,710 -24%
AWS
384
Atria Wealth Solutions
New York
$1.51M +$488K +20,648 +48%
CAG
385
Csenge Advisory Group
Florida
$1.5M +$368K +15,580 +32%
WPA
386
West Paces Advisors
Georgia
$1.49M +$168K +7,100 +13%
FWM
387
Fonville Wealth Management
Virginia
$1.47M +$1.47M +62,248 New
SP
388
SWS Partners
Ohio
$1.46M +$642K +27,186 +78%
QCG
389
Quadrant Capital Group
Ohio
$1.45M +$53.1K +2,246 +4%
AFAS
390
Acorn Financial Advisory Services
Virginia
$1.45M -$148K -6,486 -9%
BP
391
BCK Partners
New York
$1.44M -$79.7K -3,376 -5%
JCIA
392
Jackson Creek Investment Advisors
Colorado
$1.44M +$13.9K +588 +1%
FCM
393
Firestone Capital Management
Florida
$1.43M -$88.1K -3,728 -6%
JGCM
394
Joseph Group Capital Management
Ohio
$1.41M -$45.4K -1,924 -3%
BJL
395
Brighton Jones LLC
Washington
$1.4M +$33.1K +1,402 +2%
MIA
396
Milestone Investment Advisors
Wisconsin
$1.4M +$22.2K +940 +2%
CA
397
Continuum Advisory
Idaho
$1.4M -$738K -31,258 -35%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$1.39M -$24.5K -1,036 -2%
GWM
399
Greenhouse Wealth Management
Connecticut
$1.39M +$5.76K +244 +0.4%
WMWM
400
Whitaker-Myers Wealth Managers
Ohio
$1.37M -$394K -16,678 -22%
14 15
16
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