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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,044 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Clearstead Advisors
Ohio
$1.46M +$502K +21,154 +53%
DCM
377
Donaldson Capital Management
Indiana
$1.44M +$561K +23,658 +64%
BJL
378
Brighton Jones LLC
Washington
$1.43M +$24.3K +1,026 +2%
GFP
379
Guardian Financial Partners
California
$1.43M +$87.4K +3,684 +7%
AWM
380
Avior Wealth Management
Nebraska
$1.42M +$54.1K +2,280 +4%
MIA
381
Milestone Investment Advisors
Wisconsin
$1.4M -$2.37K -100 -0.2%
GWM
382
Greenhouse Wealth Management
Connecticut
$1.39M -$2.61K -110 -0.2%
FWM
383
Fonville Wealth Management
Virginia
$1.38M -$104K -4,352 -7%
EPM
384
Elm Partners Management
Pennsylvania
$1.37M +$684K +28,850 +100%
ACG
385
Allen Capital Group
Nebraska
$1.36M +$84.2K +3,548 +7%
PWM
386
Paulson Wealth Management
Illinois
$1.36M -$256K -10,770 -16%
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$1.35M +$8.68K +368 +0.6%
IWMA
388
Ironwood Wealth Management (Arizona)
Arizona
$1.35M +$21.9K +924 +2%
SIA
389
Sage Investment Advisers
New York
$1.35M +$8.07K +340 +0.6%
EWM
390
Elmwood Wealth Management
California
$1.34M -$30K -1,264 -2%
CWM
391
Cedar Wealth Management
California
$1.34M -$1.28M -53,850 -49%
OFG
392
Omega Financial Group
California
$1.32M -$1.9K -80 -0.1%
PWW
393
Pettyjohn Wood & White
Virginia
$1.32M -$9.49K -400 -0.7%
GC
394
Grimes & Company
Massachusetts
$1.32M +$41.5K +1,750 +3%
CA
395
Cambridge Advisors
Nebraska
$1.31M +$12K +506 +0.9%
BPWM
396
Badgley Phelps Wealth Managers
Washington
$1.31M – – –
ATI
397
ARK & TLK Investments
Oklahoma
$1.31M – – –
BP
398
BCK Partners
New York
$1.31M -$46.7K -1,968 -3%
PA
399
PFG Advisors
Arizona
$1.31M +$158K +6,654 +14%
PSCM
400
Per Stirling Capital Management
Texas
$1.3M +$54.5K +2,296 +4%
14 15
16
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