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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
+$77.2M
2
Morgan Stanley
Morgan Stanley
New York
+$68.1M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$67.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$39.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$34.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$46M
2
FA
Financial Advisors
Massachusetts
-$45M
3
UCFA
United Capital Financial Advisors
Texas
-$29.3M
4
Ameriprise
Ameriprise
Minnesota
-$28.5M
5
BWL
Bogart Wealth LLC
Virginia
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
451
Berkeley Inc
Idaho
$1.09M -$110K -4,678 -9%
GCA
452
Gradient Capital Advisors
California
$1.08M +$16K +678 +2%
WIM
453
Warwick Investment Management
Texas
$1.07M -$218K -9,228 -17%
LFA
454
Laraway Financial Advisors
Minnesota
$1.06M -$34.3K -1,452 -3%
SAI
455
Savvy Advisors Inc
New York
$1.05M +$1.05M +44,650 New
CCM
456
Condor Capital Management
New Jersey
$1.05M +$489K +20,704 +87%
PA
457
PFG Advisors
Arizona
$1.05M -$185K -7,846 -15%
HF
458
HRT Financial
New York
$1.04M +$804K +34,038 +342%
SHJ
459
Sharkey, Howes & Javer
Colorado
$1.03M +$42K +1,780 +4%
FFA
460
Farther Finance Advisors
California
$1.03M +$904K +38,258 +719%
MG
461
MilWealth Group
Wisconsin
$1.03M -$44.6K -1,890 -4%
IF
462
Ironwood Financial
Arizona
$1.02M -$12.3K -520 -1%
AO
463
Advisor OS
Illinois
$1.02M -$803 -34 -0.1%
WAG
464
Wiser Advisor Group
Arizona
$1.01M +$1.01M +42,612 New
BWM
465
Blossom Wealth Management
California
$1M +$76.4K +3,236 +8%
RTL
466
Red Tortoise LLC
Georgia
$998K +$12.1K +512 +1%
DWT
467
Dorsey & Whitney Trust
South Dakota
$996K – – –
WCWM
468
Wooster Corthell Wealth Management
Connecticut
$986K -$5.67K -240 -0.6%
SFC
469
Sprinkle Financial Consultants
Colorado
$981K +$981K +41,544 New
EFM
470
Eley Financial Management
Vermont
$979K +$1.32K +56 +0.1%
VT
471
Vise Technologies
New York
$977K +$198K +8,384 +25%
KJWM
472
Kiley Juergens Wealth Management
Washington
$976K -$16.1K -682 -2%
WBCM
473
Wilson & Boucher Capital Management
California
$973K +$189 +8 +0%
RC
474
Roundview Capital
New Jersey
$946K -$137K -5,786 -13%
CAM
475
Cozad Asset Management
Illinois
$945K -$55.5K -2,348 -6%
17 18
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