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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
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 %
Prudential Financial
501
Prudential Financial
New Jersey
$849K +$257K +10,866 +43%
SFG
502
SNS Financial Group
Minnesota
$842K -$61.6K -2,608 -7%
KC
503
Kades & Cheifetz
Pennsylvania
$832K +$8.03K +340 +1%
SIC
504
Sigma Investment Counselors
Michigan
$830K +$45.2K +1,912 +6%
IFA
505
Index Fund Advisors
California
$820K +$3.73K +158 +0.5%
RWIA
506
Roger Wittlin Investment Advisory
California
$819K +$4.25K +180 +0.5%
PSIWM
507
Paradigm Strategies in Wealth Management
Minnesota
$817K -$2.79K -118 -0.3%
PNC Financial Services Group
508
PNC Financial Services Group
Pennsylvania
$807K +$13.1K +556 +2%
YIA
509
YHB Investment Advisors
Connecticut
$797K -$130K -5,488 -14%
LTL
510
Lowery Thomas LLC
California
$797K +$46.1K +1,952 +6%
FPCG
511
Fort Pitt Capital Group
Pennsylvania
$796K +$796K +33,712 New
ZF
512
Zhang Financial
Michigan
$795K +$60.9K +2,580 +8%
DCM
513
Donaldson Capital Management
Indiana
$791K +$143K +6,042 +22%
WP
514
WealthPLAN Partners
Nebraska
$789K -$1.46K -62 -0.2%
CG
515
Cynosure Group
Utah
$786K +$27.4K +1,158 +4%
MOS
516
MGO One Seven
Ohio
$777K +$777K +32,884 New
VCM
517
Virtue Capital Management
Tennessee
$776K -$1.2M -55,168 Closed
TWP
518
Tempus Wealth Planning
California
$775K +$79.7K +3,374 +11%
LGWM
519
Litman Gregory Wealth Management
California
$774K +$24.4K +1,034 +3%
RW
520
Rede Wealth
Virginia
$760K +$760K +32,178 New
DWM
521
Dechtman Wealth Management
Colorado
$753K +$3.97K +168 +0.5%
FSWA
522
Financial Synergies Wealth Advisors
Texas
$752K +$141K +6,944 +23%
SAM
523
S.A. Mason
Michigan
$751K -$99.9K -4,230 -12%
DP
524
DDD Partners
Washington
$745K +$45.3K +1,916 +6%
CF
525
Centaurus Financial
California
$743K -$6.37K -270 -0.9%
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