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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 %
M
501
MYeCFO
California
$998K +$197K +7,629 +25%
CAM
502
Cozad Asset Management
Illinois
$983K -$26 -1 -0%
CIA
503
Concurrent Investment Advisors
Florida
$983K +$6.47K +250 +0.7%
SIS
504
Strategic Investment Solutions
Illinois
$978K -$9.67K -374 -1%
RWA
505
Roberts Wealth Advisors
California
$977K +$2.63K +100 +0.3%
MW
506
MBL Wealth
North Carolina
$975K – – –
HP
507
Hilltop Partners
Indiana
$974K -$8.84K -342 -0.9%
EWP
508
Elevation Wealth Partners
California
$967K -$33.4K -1,290 -3%
KC
509
Kades & Cheifetz
Pennsylvania
$964K -$101K -3,924 -10%
GFG
510
Grantvest Financial Group
New Jersey
$961K +$961K +37,147 New
LFG
511
Leverty Financial Group
Wisconsin
$951K +$73.8K +2,855 +8%
MSWMA
512
Market Street Wealth Management Advisors
Indiana
$949K -$28.4K -1,097 -3%
LGWM
513
Litman Gregory Wealth Management
California
$947K – – –
RC
514
Roundview Capital
New Jersey
$941K -$8.46K -327 -0.9%
WIA
515
World Investment Advisors
California
$939K -$26.1K -1,011 -3%
DCM
516
Donaldson Capital Management
Indiana
$937K +$13.6K +526 +1%
CPA
517
Clear Point Advisors
New York
$936K +$1.71K +66 +0.2%
SAM
518
S.A. Mason
Michigan
$934K +$4.19K +162 +0.5%
CCG
519
Coastwise Capital Group
California
$928K +$27K +1,045 +3%
DWT
520
Dorsey & Whitney Trust
South Dakota
$921K – – –
HI
521
Harbour Investments
Wisconsin
$915K -$74.1K -2,864 -7%
SIC
522
Sigma Investment Counselors
Michigan
$903K -$8.43K -326 -0.9%
IFA
523
Index Fund Advisors
California
$890K +$4.6K +178 +0.5%
KNFPWM
524
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$887K -$138K -5,331 -13%
WIC
525
Woodmont Investment Counsel
Tennessee
$887K -$4.66K -180 -0.5%
19 20
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