SCHA icon

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 %
OFS
476
OneAscent Financial Services
Alabama
$1.15M +$1.15M +44,323 New
WCM
477
Wisconsin Capital Management
Wisconsin
$1.14M – – –
MG
478
MilWealth Group
Wisconsin
$1.13M -$26 -1 -0%
FWM
479
Finer Wealth Management
Massachusetts
$1.12M +$188K +7,255 +20%
CS
480
Crescent Sterling
Louisiana
$1.11M -$54.1K -2,093 -5%
GIA
481
GHP Investment Advisors
Colorado
$1.09M +$37.1K +1,434 +4%
CFO
482
Collective Family Office
Pennsylvania
$1.09M -$124K -4,812 -10%
WAG
483
Wiser Advisor Group
Arizona
$1.09M +$5.22K +202 +0.5%
CA
484
Claro Advisors
Massachusetts
$1.09M +$11.9K +461 +1%
RTL
485
Red Tortoise LLC
Georgia
$1.08M -$49.8K -1,836 -4%
OFS
486
Oldfather Financial Services
Nebraska
$1.08M +$6.57K +254 +0.6%
RW
487
Rede Wealth
Virginia
$1.08M +$13.6K +524 +1%
PNC Financial Services Group
488
PNC Financial Services Group
Pennsylvania
$1.08M +$35.3K +1,364 +3%
PAYA
489
Phil A. Younker & Associates
Alaska
$1.08M +$1.08M +41,798 New
IFS
490
Ifrah Financial Services
Arkansas
$1.05M +$25.8K +996 +3%
EFS
491
Econ Financial Services
Pennsylvania
$1.04M -$35.6K -1,375 -3%
WMWM
492
Whitaker-Myers Wealth Managers
Ohio
$1.04M -$84.4K -3,262 -7%
GCA
493
Gradient Capital Advisors
California
$1.04M -$76.4K -2,956 -7%
BA
494
Bristlecone Advisors
Washington
$1.03M +$9.67K +374 +0.9%
FIC
495
Family Investment Center
Missouri
$1.02M -$107K -4,156 -10%
FEM
496
Fulcrum Equity Management
Texas
$1.02M +$30K +1,161 +3%
OC
497
Oarsman Capital
Wisconsin
$1.02M -$23.5K -907 -2%
EFM
498
Eley Financial Management
Vermont
$1.01M -$15.2K -586 -1%
PL
499
Plancorp LLC
Missouri
$1M +$16.4K +636 +2%
MCM
500
Mengis Capital Management
Oregon
$1M -$15.5K -598 -2%
18 19
20
21 22