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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 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, 450 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.37%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
WA
4
Waterford Advisors
New York
$16.2M
5
TCM
5
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.5M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$33.7M +$4.55M +176,131 +16%
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$32.2M -$10.8M -418,384 -25%
KFC
28
Klingenstein Fields & Co
New York
$31.3M -$3M -115,944 -9%
Corient Private Wealth
29
Corient Private Wealth
Florida
$30.2M -$386K -14,943 -1%
MAG
30
Mokosak Advisory Group
Iowa
$28.7M +$69.3K +2,681 +0.2%
SFS
31
Summit Financial Strategies
Ohio
$28.3M -$253K -9,786 -0.9%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$27.9M -$563K -21,762 -2%
Ameriprise
33
Ameriprise
Minnesota
$27.1M +$99.7K +3,860 +0.4%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$27M +$4.91M +189,912 +22%
RWM
35
RKL Wealth Management
Pennsylvania
$26.3M -$3.74M -144,679 -12%
FIA
36
Foundations Investment Advisors
Arizona
$24.5M +$819K +31,682 +3%
BWA
37
BlueSky Wealth Advisors
North Carolina
$23.7M +$745K +28,824 +3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$23.6M -$711K -27,510 -3%
Wells Fargo
39
Wells Fargo
California
$23.3M -$78.1K -3,021 -0.3%
FIBT
40
First International Bank & Trust
North Dakota
$23M +$803K +31,045 +4%
BPA
41
Beacon Pointe Advisors
California
$22.9M -$590K -22,812 -3%
NFW
42
Noble Family Wealth
Florida
$22.4M +$396K +15,306 +2%
FWM
43
ForthRight Wealth Management
Georgia
$21.2M +$364K +14,080 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$20.9M +$683K +26,417 +3%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$20.6M +$2.76M +106,682 +15%
KAS
46
Kestra Advisory Services
Texas
$20.3M -$2.47M -95,467 -11%
MFGP
47
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.1M -$275K -10,635 -1%
CA
48
CoreCap Advisors
Michigan
$19.9M +$2.34M +90,658 +13%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$19.8M +$802K +30,995 +4%
FI
50
FIDELIS iM
Oregon
$19.8M -$1.97M -76,268 -9%
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