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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,052 hedge funds and large institutions have $9.59B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+112
Holders Change %
+11.91%
% of All Funds
15.42%
Holding in Top 10
71
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.33%
% of All Funds
1.04%
New
168
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 %
CAM
476
Cozad Asset Management
Illinois
$945K -$55.5K -2,348 -6%
SIS
477
Strategic Investment Solutions
Illinois
$940K -$46M -1,948,012 -98%
SCM
478
SOL Capital Management
Maryland
$934K +$7.32K +310 +0.8%
Focus Partners Wealth
479
Focus Partners Wealth
Massachusetts
$932K +$932K +39,460 New
CCG
480
Coastwise Capital Group
California
$925K -$46.4K -1,966 -5%
MSWMA
481
Market Street Wealth Management Advisors
Indiana
$915K -$1.61K -68 -0.2%
CFO
482
CVA Family Office
Colorado
$910K +$38.5K +1,632 +4%
MW
483
MBL Wealth
North Carolina
$892K – – –
CPA
484
Clear Point Advisors
New York
$884K +$884K +37,502 New
HI
485
Harbour Investments
Wisconsin
$883K -$346K -14,660 -28%
IFS
486
Ifrah Financial Services
Arkansas
$883K -$18.8K -798 -2%
KWM
487
Kingsview Wealth Management
Oregon
$881K -$52.2K -2,210 -6%
CFG
488
Cooper Financial Group
California
$879K -$420K -17,776 -32%
PL
489
Plancorp LLC
Missouri
$877K -$229K -9,700 -21%
WCM
490
Wealthcare Capital Management
Virginia
$872K -$209K -8,856 -19%
FWS
491
FinDec Wealth Services
California
$868K +$488K +20,640 +128%
BA
492
Bristlecone Advisors
Washington
$868K -$1.56K -66 -0.2%
MCM
493
Mendel Capital Management
Arkansas
$866K +$142K +6,004 +20%
GIA
494
GHP Investment Advisors
Colorado
$866K +$15K +636 +2%
EWP
495
Elevation Wealth Partners
California
$863K +$542K +26,148 +168%
CA
496
Claro Advisors
Massachusetts
$859K +$35.1K +1,484 +4%
NA
497
NewEdge Advisors
Louisiana
$858K +$807K +34,896 +1,586%
WIC
498
Woodmont Investment Counsel
Tennessee
$857K -$22.8K -966 -3%
ACA
499
Aspire Capital Advisors
Washington
$854K -$5.76K -244 -0.7%
CAP
500
Columbia Advisory Partners
Washington
$854K +$18.3K +776 +2%
18 19
20
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