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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 450 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.36%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
401
Envision Financial
Wisconsin
$1.49M +$1.49M +57,767 New
BJL
402
Brighton Jones LLC
Washington
$1.49M +$435K +16,823 +41%
PIA
403
Panoramic Investment Advisors
Colorado
$1.49M +$39.8K +1,540 +3%
PS
404
Planned Solutions
California
$1.47M -$4.59M -177,535 -76%
SFWA
405
Summit Financial Wealth Advisors
Louisiana
$1.47M +$690K +26,135 +89%
NA
406
Nestegg Advisors
New York
$1.45M +$1.45M +54,564 New
NCM
407
Northwest Capital Management
Oregon
$1.44M -$262K -10,126 -15%
EWA
408
Exencial Wealth Advisors
Oklahoma
$1.44M -$171K -6,622 -11%
CA
409
Cambridge Advisors
Nebraska
$1.44M +$15.9K +613 +1%
BAM
410
Belpointe Asset Management
Nevada
$1.43M -$1.4M -27,475 -50%
WWP
411
WR Wealth Planners
Missouri
$1.43M -$1.72M -66,459 -55%
ATI
412
ARK & TLK Investments
Oklahoma
$1.43M – – –
NHC
413
Nicholas Hoffman & Company
Georgia
$1.42M +$6.57K +254 +0.5%
IWMA
414
Ironwood Wealth Management (Arizona)
Arizona
$1.41M -$43.5K -1,682 -3%
QC
415
Quadrature Capital
United Kingdom
$1.41M +$1.41M +54,700 New
CHA
416
Cooper/Haims Advisors
New York
$1.41M +$3.21K +124 +0.2%
PA
417
PFG Advisors
Arizona
$1.41M -$74.5K -2,881 -5%
BPWM
418
Badgley Phelps Wealth Managers
Washington
$1.4M +$1.11K +43 +0.1%
KF
419
Krilogy Financial
Missouri
$1.4M -$361K -13,961 -21%
PSCM
420
Per Stirling Capital Management
Texas
$1.39M -$24.5K -949 -2%
PCM
421
Passive Capital Management
Maryland
$1.39M -$4.68K -181 -0.3%
AWM
422
Avior Wealth Management
Nebraska
$1.39M -$13.5K -523 -1%
KWM
423
Kingsview Wealth Management
Oregon
$1.38M +$371K +14,364 +37%
BCG
424
Bravias Capital Group
New Jersey
$1.37M +$1.37M +51,217 New
EWM
425
Elmwood Wealth Management
California
$1.37M -$96K -3,711 -7%
15 16
17
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