SCHA icon

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 %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$1.07M +$695K +28,248 +187%
KNFPWM
452
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.06M -$130K -5,264 -11%
IF
453
Ironwood Financial
Arizona
$1.06M -$5.02K -204 -0.5%
VT
454
Vise Technologies
New York
$1.05M +$34.3K +1,394 +3%
OC
455
Oarsman Capital
Wisconsin
$1.05M -$155K -6,276 -13%
WAG
456
Wiser Advisor Group
Arizona
$1.04M -$6.9K -280 -0.7%
RTL
457
Red Tortoise LLC
Georgia
$1.04M -$2.02K -82 -0.2%
SFC
458
Sprinkle Financial Consultants
Colorado
$1.01M -$9.46K -384 -0.9%
Pathstone Holdings
459
Pathstone Holdings
New Jersey
$1.01M +$1.01M +41,044 New
KJWM
460
Kiley Juergens Wealth Management
Washington
$1.01M -$12.4K -504 -1%
EFM
461
Eley Financial Management
Vermont
$1.01M -$15.1K -612 -1%
WCWM
462
Wooster Corthell Wealth Management
Connecticut
$1M -$24.3K -986 -2%
NA
463
NewEdge Advisors
Louisiana
$1M +$89.1K +3,620 +10%
BI
464
Berkeley Inc
Idaho
$1M -$134K -5,436 -12%
RW
465
Rede Wealth
Virginia
$996K +$204K +8,276 +26%
IFS
466
Ifrah Financial Services
Arkansas
$968K +$48K +1,950 +5%
CA
467
Clearstead Advisors
Ohio
$966K +$318K +13,238 +49%
CFG
468
Cooper Financial Group
California
$959K +$43.5K +1,768 +5%
DWT
469
Dorsey & Whitney Trust
South Dakota
$959K -$79.3K -3,222 -8%
MCM
470
Mendel Capital Management
Arkansas
$957K +$54.2K +2,200 +6%
RC
471
Roundview Capital
New Jersey
$953K -$33.7K -1,370 -3%
GIA
472
GHP Investment Advisors
Colorado
$947K +$44.2K +1,794 +5%
CA
473
Claro Advisors
Massachusetts
$945K +$49.7K +2,018 +6%
VCM
474
Virtue Capital Management
Tennessee
$945K +$945K +40,296 New
EWP
475
Elevation Wealth Partners
California
$939K -$86.5K -3,512 -8%
17 18
19
20 21