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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,062 hedge funds and large institutions have $6.47B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+18
Holders Change %
+1.72%
% of All Funds
15.36%
Holding in Top 10
59
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.72%
% of All Funds
0.85%
New
88
Increased
442
Reduced
368
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.4M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.7M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$18M
5
CA
CoreCap Advisors
Michigan
+$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.13B
2
SFC
Strategic Financial Concepts
Texas
-$114M
3
Osaic Holdings
Osaic Holdings
Arizona
-$54.3M
4
TCM
Tradewinds Capital Management
Washington
-$29.1M
5
WA
Waterford Advisors
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
Mengis Capital Management
Oregon
$1.01M -$128K -4,990 -11%
KWM
477
Kingsview Wealth Management
Oregon
$1M +$92.5K +3,592 +10%
EWP
478
Elevation Wealth Partners
California
$996K +$14.7K +572 +2%
HI
479
Harbour Investments
Wisconsin
$985K +$82.9K +3,220 +9%
FEM
480
Fulcrum Equity Management
Texas
$984K +$80.3K +3,118 +9%
PL
481
Plancorp LLC
Missouri
$984K +$17.1K +664 +2%
SIS
482
Strategic Investment Solutions
Illinois
$983K +$363K +14,094 +59%
CAM
483
Cozad Asset Management
Illinois
$979K – – –
HP
484
Hilltop Partners
Indiana
$978K -$57.8K -2,244 -6%
MSWMA
485
Market Street Wealth Management Advisors
Indiana
$973K – – –
CIA
486
Concurrent Investment Advisors
Florida
$972K +$972K +37,746 New
MW
487
MBL Wealth
North Carolina
$971K – – –
WIA
488
World Investment Advisors
California
$961K +$162K +6,294 +20%
RC
489
Roundview Capital
New Jersey
$945K +$43.1K +1,672 +5%
LGWM
490
Litman Gregory Wealth Management
California
$943K – – –
RWA
491
Roberts Wealth Advisors
California
$940K – – –
CPA
492
Clear Point Advisors
New York
$931K -$14.5K -564 -2%
FWM
493
Finer Wealth Management
Massachusetts
$930K +$324K +12,564 +53%
FWS
494
FinDec Wealth Services
California
$928K +$5.05K +196 +0.5%
SAM
495
S.A. Mason
Michigan
$926K +$8.24K +320 +0.9%
DCM
496
Donaldson Capital Management
Indiana
$920K -$643K -24,990 -41%
DWT
497
Dorsey & Whitney Trust
South Dakota
$917K – – –
TI
498
Tidal Investments
Wisconsin
$908K +$908K +35,258 New
SIC
499
Sigma Investment Counselors
Michigan
$908K -$21K -814 -2%
VCM
500
Virtue Capital Management
Tennessee
$905K -$37.5K -1,458 -4%
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