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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,061 hedge funds and large institutions have $6.46B 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, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
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
$76.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29M
3
MGIA
Moneta Group Investment Advisors
Missouri
$36.5M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$633M
5
CA
CoreCap Advisors
Michigan
$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SFC
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.2M
4
TCM
Tradewinds Capital Management
Washington
$2.66M
5
WA
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
401
Passive Capital Management
Maryland
$1.38M +$12.2K +474 +0.9%
JGCM
402
Joseph Group Capital Management
Ohio
$1.38M -$20K -778 -1%
OCG
403
Opus Capital Group
Ohio
$1.36M +$1.7K +66 +0.1%
VPIM
404
Vanguard Personalized Indexing Management
California
$1.35M +$43.9K +1,706 +3%
SA
405
Scarborough Advisors
Maryland
$1.35M +$1.35M +52,406 New
EA
406
Enclave Advisors
Texas
$1.35M +$1.35M +52,356 New
NGA
407
Naples Global Advisors
Florida
$1.34M -$4.58K -178 -0.3%
PWM
408
Paulson Wealth Management
Illinois
$1.33M -$148K -5,742 -10%
QCG
409
Quadrant Capital Group
Ohio
$1.32M -$6.18K -240 -0.5%
PA
410
Parallel Advisors
California
$1.32M +$44.8K +1,740 +4%
SWM
411
Sculati Wealth Management
Michigan
$1.31M -$1.58M -61,452 -55%
SPFA
412
Summit Place Financial Advisors
New Jersey
$1.3M -$30.6K -1,190 -2%
SF
413
Synovus Financial
Georgia
$1.3M +$579K +22,484 +81%
SDWMA
414
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M -$46.2K -1,794 -3%
OFG
415
Omega Financial Group
California
$1.29M -$146K -5,652 -10%
GWWM
416
Great Waters Wealth Management
Minnesota
$1.27M -$23K -892 -2%
BWM
417
Blossom Wealth Management
California
$1.27M +$56.2K +2,182 +5%
VT
418
Vise Technologies
New York
$1.27M +$120K +4,654 +10%
FBB
419
Fulton Breakefield Broenniman
Maryland
$1.27M -$14.5K -564 -1%
SFC
420
Sprinkle Financial Consultants
Colorado
$1.26M +$8.7K +338 +0.7%
NP
421
NorthRock Partners
Minnesota
$1.25M +$102K +3,942 +9%
SWA
422
Stratos Wealth Advisors
Ohio
$1.25M -$10.9K -422 -0.9%
FTUS
423
Flow Traders U.S.
New York
$1.24M +$1.24M +48,032 New
CFO
424
Custos Family Office
Texas
$1.24M – – –
LFA
425
Laraway Financial Advisors
Minnesota
$1.23M -$13.1K -508 -1%
15 16
17
18 19