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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 %
CHA
401
Cooper/Haims Advisors
New York
$1.3M -$251K -10,584 -16%
FFA
402
Farther Finance Advisors
California
$1.29M +$76.4K +3,246 +6%
CFO
403
Collective Family Office
Pennsylvania
$1.29M +$5.03K +212 +0.4%
JGCM
404
Joseph Group Capital Management
Ohio
$1.29M -$40.8K -1,720 -3%
SAI
405
Savvy Advisors Inc
New York
$1.29M +$15.1K +636 +1%
NHC
406
Nicholas Hoffman & Company
Georgia
$1.29M +$1.42K +60 +0.1%
AIA
407
Armor Investment Advisors
North Carolina
$1.28M -$8.16K -344 -0.6%
WCM
408
Wisconsin Capital Management
Wisconsin
$1.28M – – –
CS
409
Crescent Sterling
Louisiana
$1.27M -$37.1K -1,564 -3%
PCM
410
Passive Capital Management
Maryland
$1.26M -$1.23K -52 -0.1%
OCG
411
Opus Capital Group
Ohio
$1.25M +$21.2K +894 +2%
NGA
412
Naples Global Advisors
Florida
$1.24M +$30.5K +1,282 +3%
SDWMA
413
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.23M -$52.5K -2,212 -4%
QCG
414
Quadrant Capital Group
Ohio
$1.22M -$48.7K -2,054 -4%
SPFA
415
Summit Place Financial Advisors
New Jersey
$1.22M -$64.1K -2,700 -5%
EFS
416
Econ Financial Services
Pennsylvania
$1.22M +$24.9K +1,048 +2%
VPIM
417
Vanguard Personalized Indexing Management
California
$1.21M -$20.3K -856 -2%
BAM
418
Belpointe Asset Management
Nevada
$1.2M +$1.2M +50,640 New
GWWM
419
Great Waters Wealth Management
Minnesota
$1.2M -$27.5K -1,160 -2%
FBB
420
Fulton Breakefield Broenniman
Maryland
$1.18M -$15.6K -656 -1%
PA
421
Parallel Advisors
California
$1.17M -$80.2K -3,382 -6%
WBCM
422
Wilson & Boucher Capital Management
California
$1.17M +$117K +4,950 +11%
SWA
423
Stratos Wealth Advisors
Ohio
$1.16M -$91.8K -3,870 -7%
SSWM
424
Sheets Smith Wealth Management
North Carolina
$1.16M +$4.84K +204 +0.4%
SFC
425
Sprinkle Financial Consultants
Colorado
$1.15M +$177K +7,476 +18%
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