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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
+$77.2M
2
Morgan Stanley
Morgan Stanley
New York
+$68.1M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$67.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$39.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$34.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$46M
2
FA
Financial Advisors
Massachusetts
-$45M
3
UCFA
United Capital Financial Advisors
Texas
-$29.3M
4
Ameriprise
Ameriprise
Minnesota
-$28.5M
5
BWL
Bogart Wealth LLC
Virginia
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
401
Omega Financial Group
California
$1.37M -$137K -5,816 -9%
IWMA
402
Ironwood Wealth Management (Arizona)
Arizona
$1.36M -$2.17M -92,066 -61%
CAL
403
Capital Analysts LLC
Pennsylvania
$1.34M +$96.3K +4,076 +8%
AWM
404
Avior Wealth Management
Nebraska
$1.34M -$58.7K -2,484 -4%
PWA
405
Pillar Wealth Advisors
Pennsylvania
$1.31M -$166K -7,034 -11%
CFO
406
Collective Family Office
Pennsylvania
$1.31M -$632K -26,762 -33%
AIA
407
Armor Investment Advisors
North Carolina
$1.31M -$399K -16,904 -23%
SAM
408
Summit Asset Management
Tennessee
$1.31M +$143K +6,074 +12%
NIM
409
Nicollet Investment Management
Minnesota
$1.3M -$93.6K -3,960 -7%
ATI
410
ARK & TLK Investments
Oklahoma
$1.3M +$1.3M +55,180 New
SWA
411
Stratos Wealth Advisors
Ohio
$1.3M -$12.3K -522 -0.9%
CA
412
Cambridge Advisors
Nebraska
$1.29M +$22K +932 +2%
GFP
413
Guardian Financial Partners
California
$1.29M +$211K +8,946 +20%
BPWM
414
Badgley Phelps Wealth Managers
Washington
$1.28M +$9.83K +416 +0.8%
WCM
415
Wisconsin Capital Management
Wisconsin
$1.28M – – –
NHC
416
Nicholas Hoffman & Company
Georgia
$1.28M +$470K +19,878 +58%
AMR
417
Asset Management Resources
Massachusetts
$1.26M +$1.26M +53,408 New
CS
418
Crescent Sterling
Louisiana
$1.26M +$2.03K +86 +0.2%
PSCM
419
Per Stirling Capital Management
Texas
$1.26M +$32.5K +1,378 +3%
PWW
420
Pettyjohn Wood & White
Virginia
$1.24M +$52K +2,200 +4%
PA
421
Parallel Advisors
California
$1.24M +$48K +2,032 +4%
PCM
422
Passive Capital Management
Maryland
$1.23M +$12.2K +518 +1%
OCG
423
Opus Capital Group
Ohio
$1.22M +$247K +10,452 +25%
FBB
424
Fulton Breakefield Broenniman
Maryland
$1.22M -$6.09K -258 -0.5%
WC
425
Waterloo Capital
Texas
$1.2M -$940K -39,786 -44%
15 16
17
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