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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 %
WCM
401
Wisconsin Capital Management
Wisconsin
$1.33M – – –
ACG
402
Allen Capital Group
Nebraska
$1.32M +$118K +4,788 +10%
GC
403
Grimes & Company
Massachusetts
$1.32M +$157K +6,390 +13%
WMWM
404
Whitaker-Myers Wealth Managers
Ohio
$1.32M -$107K -4,342 -7%
QCG
405
Quadrant Capital Group
Ohio
$1.32M -$190K -7,704 -13%
SWM
406
Spire Wealth Management
Virginia
$1.32M +$77.4K +3,144 +6%
SAI
407
Savvy Advisors Inc
New York
$1.32M +$220K +8,930 +20%
PCM
408
Passive Capital Management
Maryland
$1.31M +$28.4K +1,152 +2%
SWA
409
Stratos Wealth Advisors
Ohio
$1.3M -$55.6K -2,258 -4%
PA
410
Parallel Advisors
California
$1.3M +$3.94K +160 +0.3%
PSCM
411
Per Stirling Capital Management
Texas
$1.3M -$14.1K -572 -1%
FIC
412
Family Investment Center
Missouri
$1.28M -$841K -34,154 -40%
VPIM
413
Vanguard Personalized Indexing Management
California
$1.27M +$21.1K +856 +2%
OCG
414
Opus Capital Group
Ohio
$1.27M -$1.72K -70 -0.1%
SHJ
415
Sharkey, Howes & Javer
Colorado
$1.27M +$195K +7,908 +18%
GWWM
416
Great Waters Wealth Management
Minnesota
$1.27M -$22.5K -914 -2%
FFA
417
Farther Finance Advisors
California
$1.26M +$198K +8,122 +19%
Jane Street
418
Jane Street
New York
$1.26M +$952K +38,656 +308%
PIA
419
Panoramic Investment Advisors
Colorado
$1.26M +$23.2K +944 +2%
NP
420
NorthRock Partners
Minnesota
$1.26M -$428K -17,388 -25%
NGA
421
Naples Global Advisors
Florida
$1.25M -$3.4K -138 -0.3%
PWA
422
Pillar Wealth Advisors
Pennsylvania
$1.25M -$121K -4,934 -9%
FBB
423
Fulton Breakefield Broenniman
Maryland
$1.24M -$29.2K -1,184 -2%
EFS
424
Econ Financial Services
Pennsylvania
$1.24M -$402K -16,328 -25%
PCMC
425
Private Capital Management (Colorado)
Colorado
$1.23M -$3.15K -128 -0.3%
15 16
17
18 19