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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,062 hedge funds and large institutions have $6.47B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+18
Holders Change %
+1.72%
% of All Funds
15.36%
Holding in Top 10
59
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.72%
% of All Funds
0.85%
New
88
Increased
442
Reduced
368
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.4M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.7M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$18M
5
CA
CoreCap Advisors
Michigan
+$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.13B
2
SFC
Strategic Financial Concepts
Texas
-$114M
3
Osaic Holdings
Osaic Holdings
Arizona
-$54.3M
4
TCM
Tradewinds Capital Management
Washington
-$29.1M
5
WA
Waterford Advisors
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
376
Strategic Equity Management
Arizona
$1.55M +$781K +30,336 +101%
ACG
377
Allen Capital Group
Nebraska
$1.55M +$75K +2,912 +5%
AAS
378
Asset Allocation Strategies
Michigan
$1.54M +$1.28M +49,722 +492%
SIA
379
Sage Investment Advisers
New York
$1.53M +$69.3K +2,690 +5%
CWM
380
Cedar Wealth Management
California
$1.52M +$70.5K +2,738 +5%
MIA
381
Milestone Investment Advisors
Wisconsin
$1.52M – – –
GWM
382
Greenhouse Wealth Management
Connecticut
$1.51M +$1.91K +74 +0.1%
PA
383
PFG Advisors
Arizona
$1.48M +$59.3K +2,302 +4%
FPAS
384
Focus Partners Advisor Solutions
Missouri
$1.47M -$135K -5,254 -8%
EWM
385
Elmwood Wealth Management
California
$1.46M +$2.58K +100 +0.2%
IWMA
386
Ironwood Wealth Management (Arizona)
Arizona
$1.45M -$15.6K -604 -1%
PIA
387
Panoramic Investment Advisors
Colorado
$1.45M +$1.45M +56,156 New
PWW
388
Pettyjohn Wood & White
Virginia
$1.43M – – –
BAM
389
Belpointe Asset Management
Nevada
$1.43M +$125K +4,862 +10%
ATI
390
ARK & TLK Investments
Oklahoma
$1.42M – – –
Jane Street
391
Jane Street
New York
$1.42M +$1.11M +43,178 +366%
CA
392
Cambridge Advisors
Nebraska
$1.41M -$11.3K -440 -0.8%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$1.41M -$65.9K -2,558 -4%
PSCM
394
Per Stirling Capital Management
Texas
$1.41M -$8.86K -344 -0.6%
NHC
395
Nicholas Hoffman & Company
Georgia
$1.4M +$8.19K +318 +0.6%
CHA
396
Cooper/Haims Advisors
New York
$1.4M -$4.58K -178 -0.3%
BP
397
BCK Partners
New York
$1.4M -$17.7K -686 -1%
BPWM
398
Badgley Phelps Wealth Managers
Washington
$1.4M -$20.3K -788 -1%
AWM
399
Avior Wealth Management
Nebraska
$1.39M -$149K -5,794 -10%
AIA
400
Armor Investment Advisors
North Carolina
$1.39M -$4.69K -182 -0.3%
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