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 %
NIM
451
Nicollet Investment Management
Minnesota
$1.06M -$20.1K -846 -2%
MCM
452
Mengis Capital Management
Oregon
$1.05M -$81.2K -3,422 -7%
AO
453
Advisor OS
Illinois
$1.05M +$617 +26 +0.1%
MG
454
MilWealth Group
Wisconsin
$1.03M – – –
IF
455
Ironwood Financial
Arizona
$1.01M -$9.4K -396 -0.9%
SFC
456
Strategic Financial Concepts
Texas
$997K +$967K +4,391,556 +3,222%
AWS
457
Atria Wealth Solutions
New York
$995K -$297K -12,496 -23%
RW
458
Rede Wealth
Virginia
$992K +$31.7K +1,338 +3%
WAG
459
Wiser Advisor Group
Arizona
$990K -$14.4K -608 -1%
RTL
460
Red Tortoise LLC
Georgia
$988K -$12.3K -518 -1%
AA
461
Axiom Advisory
California
$979K +$979K +41,300 New
OC
462
Oarsman Capital
Wisconsin
$968K -$44.4K -1,870 -4%
BBA
463
BLB&B Advisors
Pennsylvania
$967K -$73.5K -3,096 -7%
CA
464
Claro Advisors
Massachusetts
$965K +$53.8K +2,268 +6%
KNFPWM
465
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$964K -$59.2K -2,496 -6%
SF
466
Summit Financial
New Jersey
$963K +$588K +24,710 +157%
WCWM
467
Wooster Corthell Wealth Management
Connecticut
$960K -$6.88K -290 -0.7%
HP
468
Hilltop Partners
Indiana
$954K -$112K -4,704 -10%
EFM
469
Eley Financial Management
Vermont
$947K -$21.9K -924 -2%
MCM
470
Mendel Capital Management
Arkansas
$938K +$15.7K +662 +2%
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$934K +$113K +4,784 +14%
GIA
472
GHP Investment Advisors
Colorado
$933K +$20.7K +872 +2%
VCM
473
Virtue Capital Management
Tennessee
$933K -$94.2K -3,698 -9%
KC
474
Kades & Cheifetz
Pennsylvania
$932K +$44.3K +1,866 +5%
IFS
475
Ifrah Financial Services
Arkansas
$932K -$1.28K -54 -0.1%
17 18
19
20 21