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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 %
Northern Trust
426
Northern Trust
Illinois
$1.23M +$56.8K +2,308 +5%
CAP
427
Columbia Advisory Partners
Washington
$1.22M +$330K +13,420 +37%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$1.2M -$3.78M -153,404 -76%
PA
429
PFG Advisors
Arizona
$1.19M +$98.9K +4,016 +9%
PWM
430
Prosperity Wealth Management
California
$1.18M -$774K -31,440 -40%
MCM
431
Mengis Capital Management
Oregon
$1.18M +$39.8K +1,616 +3%
HCM
432
Hengehold Capital Management
Ohio
$1.18M -$20.6K -836 -2%
MMHP
433
Murphy Middleton Hinkle & Parker
Georgia
$1.17M -$9.9K -402 -0.8%
LFA
434
Laraway Financial Advisors
Minnesota
$1.16M +$54.6K +2,216 +5%
PWMAG
435
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M -$86.6K -3,516 -7%
WIM
436
Warwick Investment Management
Texas
$1.15M +$31K +1,258 +3%
SAM
437
Summit Asset Management
Tennessee
$1.15M -$216K -8,756 -16%
JFG
438
JMG Financial Group
Illinois
$1.13M -$28.3K -1,150 -2%
NIM
439
Nicollet Investment Management
Minnesota
$1.12M -$239K -9,690 -18%
OFS
440
Oldfather Financial Services
Nebraska
$1.12M -$21.2K -860 -2%
GCA
441
Gradient Capital Advisors
California
$1.11M -$19.6K -798 -2%
HP
442
Hilltop Partners
Indiana
$1.11M -$96.1K -3,904 -8%
AO
443
Advisor OS
Illinois
$1.09M +$29.7K +1,206 +3%
WBCM
444
Wilson & Boucher Capital Management
California
$1.09M +$74.9K +3,044 +7%
BWM
445
Blossom Wealth Management
California
$1.09M +$41.3K +1,678 +4%
AIP
446
Almanack Investment Partners
Pennsylvania
$1.08M -$9.26M -375,938 -90%
BBA
447
BLB&B Advisors
Pennsylvania
$1.08M +$473K +19,214 +78%
OFS
448
OneAscent Financial Services
Alabama
$1.08M -$108K -4,386 -9%
NL
449
NWAM LLC
Washington
$1.07M -$55K -2,290 -5%
MG
450
MilWealth Group
Wisconsin
$1.07M – – –
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