SCHA icon

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 %
LFA
426
Laraway Financial Advisors
Minnesota
$1.15M +$26.9K +1,134 +2%
PCMC
427
Private Capital Management (Colorado)
Colorado
$1.14M -$44.2K -1,864 -4%
HCM
428
Hengehold Capital Management
Ohio
$1.14M +$8.59K +362 +0.8%
TA
429
TPG Advisors
Illinois
$1.14M +$1.14M +48,032 New
CFO
430
Custos Family Office
Texas
$1.14M +$1.14M +48,006 New
CG
431
Cynosure Group
Utah
$1.13M +$344K +14,506 +44%
STA
432
Smith Thornton Advisors
Alabama
$1.13M +$1.13M +47,700 New
BWM
433
Blossom Wealth Management
California
$1.12M +$74.4K +3,134 +7%
MMHP
434
Murphy Middleton Hinkle & Parker
Georgia
$1.12M -$6.6K -278 -0.6%
WMWM
435
Whitaker-Myers Wealth Managers
Ohio
$1.12M -$156K -6,582 -12%
PWA
436
Pillar Wealth Advisors
Pennsylvania
$1.11M -$89.4K -3,770 -7%
SAM
437
Summit Asset Management
Tennessee
$1.11M -$854 -36 -0.1%
PWMAG
438
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M -$28.3K -1,192 -3%
JFG
439
JMG Financial Group
Illinois
$1.09M +$3.08K +130 +0.3%
PP
440
Patten & Patten
Tennessee
$1.08M +$313K +13,180 +41%
WIM
441
Warwick Investment Management
Texas
$1.08M -$30.5K -1,284 -3%
TRCT
442
Tower Research Capital (TRC)
New York
$1.08M +$460K +19,368 +74%
OFS
443
Oldfather Financial Services
Nebraska
$1.07M -$3.46K -146 -0.3%
KJWM
444
Kiley Juergens Wealth Management
Washington
$1.07M +$102K +4,288 +11%
Northern Trust
445
Northern Trust
Illinois
$1.07M -$116K -4,894 -10%
Principal Financial Group
446
Principal Financial Group
Iowa
$1.07M +$216K +9,102 +25%
NP
447
NorthRock Partners
Minnesota
$1.07M -$148K -6,200 -12%
GCA
448
Gradient Capital Advisors
California
$1.06M -$5.55K -234 -0.5%
VT
449
Vise Technologies
New York
$1.06M +$47.9K +2,020 +5%
FIC
450
Family Investment Center
Missouri
$1.06M -$171K -7,192 -14%
16 17
18
19 20