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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
$87.4M
2
Morgan Stanley
Morgan Stanley
New York
$116M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$579M
4
CSIA
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$940K
2
FA
Financial Advisors
Massachusetts
$1.54M
3
UCFA
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
Ameriprise
Minnesota
$28.5M
5
BWL
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
426
Naples Global Advisors
Florida
$1.2M +$70.1K +2,966 +6%
VPIM
427
Vanguard Personalized Indexing Management
California
$1.2M +$220K +9,324 +22%
GWWM
428
Great Waters Wealth Management
Minnesota
$1.2M -$242K -10,598 -17%
American Century Companies
429
American Century Companies
Missouri
$1.2M -$692K -29,294 -37%
PWMAG
430
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M -$5.48K -232 -0.5%
PCMC
431
Private Capital Management (Colorado)
Colorado
$1.19M -$22.1K -934 -2%
PIA
432
Panoramic Investment Advisors
Colorado
$1.19M +$27.4K +1,162 +2%
AFS
433
Access Financial Services
Minnesota
$1.17M +$9.68K +410 +0.8%
AFG
434
Atomi Financial Group
New York
$1.17M +$1.17M +49,448 New
SSWM
435
Sheets Smith Wealth Management
North Carolina
$1.16M +$878K +152,588 +309%
ACG
436
Allen Capital Group
Nebraska
$1.16M -$209K -8,860 -15%
OC
437
Oarsman Capital
Wisconsin
$1.16M +$169K +7,144 +17%
HP
438
Hilltop Partners
Indiana
$1.15M -$321K -13,584 -22%
SWM
439
Spire Wealth Management
Virginia
$1.15M +$79.5K +3,492 +7%
HCM
440
Hengehold Capital Management
Ohio
$1.15M +$38.7K +1,640 +3%
KNFPWM
441
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.14M +$1.14M +48,396 New
OFS
442
OneAscent Financial Services
Alabama
$1.14M -$58.1K -2,458 -5%
MMHP
443
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$44.1K -1,868 -4%
Northern Trust
444
Northern Trust
Illinois
$1.12M -$83.1K -3,518 -7%
GC
445
Grimes & Company
Massachusetts
$1.12M +$97.2K +4,114 +10%
NL
446
NWAM LLC
Washington
$1.11M +$115K +4,856 +12%
JFG
447
JMG Financial Group
Illinois
$1.11M +$870K +36,814 +367%
SIA
448
Sage Investment Advisers
New York
$1.1M -$1.41M -59,902 -56%
MCM
449
Mengis Capital Management
Oregon
$1.09M -$36.7K -1,554 -3%
OFS
450
Oldfather Financial Services
Nebraska
$1.09M -$19.4K -820 -2%
16 17
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