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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
451
Cynosure Group
Utah
$1.24M +$7.55K +292 +0.6%
CFO
452
Custos Family Office
Texas
$1.24M – – –
SDWMA
453
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.24M -$56.4K -2,182 -4%
LFA
454
Laraway Financial Advisors
Minnesota
$1.24M -$1.99K -77 -0.2%
TA
455
TPG Advisors
Illinois
$1.23M +$4.84K +187 +0.4%
PWM
456
Paulson Wealth Management
Illinois
$1.23M -$103K -3,997 -8%
MCM
457
Mendel Capital Management
Arkansas
$1.21M +$106K +4,116 +10%
UAG
458
United Advisor Group
Ohio
$1.21M +$826K +31,942 +217%
MAMG
459
Milestone Asset Management Group
Connecticut
$1.2M +$1.2M +46,369 New
AO
460
Advisor OS
Illinois
$1.2M +$49.9K +1,928 +4%
WIM
461
Warwick Investment Management
Texas
$1.2M -$2.66K -103 -0.2%
SA
462
Scarborough Advisors
Maryland
$1.19M -$163K -6,311 -12%
IA
463
Intellus Advisors
Florida
$1.19M +$1.19M +46,003 New
SAM
464
Summit Asset Management
Tennessee
$1.18M -$21K -812 -2%
MMHP
465
Murphy Middleton Hinkle & Parker
Georgia
$1.18M -$4.66K -180 -0.4%
WBCM
466
Wilson & Boucher Capital Management
California
$1.17M -$41.1K -1,591 -3%
JFG
467
JMG Financial Group
Illinois
$1.17M -$11.7K -454 -1%
SSWM
468
Sheets Smith Wealth Management
North Carolina
$1.17M +$11.6K +450 +1%
SEM
469
Strategic Equity Management
Arizona
$1.17M -$392K -15,169 -25%
KJWM
470
Kiley Juergens Wealth Management
Washington
$1.16M -$12.3K -477 -1%
NFTC
471
North Forty Two & Co
Oregon
$1.16M +$1.16M +45,002 New
HCM
472
Hengehold Capital Management
Ohio
$1.16M -$1.11K -43 -0.1%
HIC
473
Holderness Investments Company
North Carolina
$1.16M +$34.4K +1,330 +3%
PWMAG
474
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$19K -734 -2%
NIM
475
Nicollet Investment Management
Minnesota
$1.15M -$6K -232 -0.5%
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