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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 %
CFG
476
Cooper Financial Group
California
$929K +$4.56K +192 +0.5%
RIA
477
Regal Investment Advisors
Michigan
$917K +$88.3K +3,722 +11%
SIS
478
Strategic Investment Solutions
Illinois
$906K +$906K +24,092 New
EWP
479
Elevation Wealth Partners
California
$904K -$996 -42 -0.1%
CAM
480
Cozad Asset Management
Illinois
$902K – – –
BA
481
Bristlecone Advisors
Washington
$898K +$37K +1,560 +4%
MSWMA
482
Market Street Wealth Management Advisors
Indiana
$897K – – –
MW
483
MBL Wealth
North Carolina
$894K -$1.19K -50 -0.1%
PL
484
Plancorp LLC
Missouri
$891K +$15.9K +672 +2%
CPA
485
Clear Point Advisors
New York
$871K – – –
RWA
486
Roberts Wealth Advisors
California
$870K – – –
LGWM
487
Litman Gregory Wealth Management
California
$869K – – –
SIC
488
Sigma Investment Counselors
Michigan
$856K -$4.56K -192 -0.5%
HIC
489
Holderness Investments Company
North Carolina
$852K +$40.9K +1,724 +5%
FWS
490
FinDec Wealth Services
California
$851K -$20.2K -852 -2%
SAM
491
S.A. Mason
Michigan
$846K +$54.1K +2,280 +7%
DWT
492
Dorsey & Whitney Trust
South Dakota
$845K -$79.6K -3,354 -9%
RSWM
493
Robertson Stephens Wealth Management
California
$844K -$2.03M -85,414 -71%
VAMG
494
Voisard Asset Management Group
Michigan
$843K -$12.3K -520 -1%
KWM
495
Kingsview Wealth Management
Oregon
$838K -$17.8K -750 -2%
FEM
496
Fulcrum Equity Management
Texas
$833K +$445K +18,752 +115%
HI
497
Harbour Investments
Wisconsin
$831K -$39.3K -1,656 -5%
RC
498
Roundview Capital
New Jersey
$831K -$87K -3,668 -9%
APP
499
Avantax Planning Partners
Iowa
$824K +$32.6K +1,376 +4%
FWI
500
Facet Wealth Inc
Maryland
$824K +$184K +7,220 +29%
18 19
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