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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 %
CF
526
Centaurus Financial
California
$743K -$6.37K -270 -0.9%
TCM
527
Twele Capital Management
Minnesota
$741K -$113K -4,792 -13%
ACI
528
Alpha Cubed Investments
California
$738K +$29.1K +1,232 +4%
VCP
529
Vista Capital Partners
Oregon
$736K -$26.9K -1,140 -4%
BDFN
530
Bond & Devick Financial Network
Minnesota
$735K +$59.1K +2,502 +9%
GPA
531
Guerra Pan Advisors
New Jersey
$732K +$732K +30,996 New
ASN
532
Advisory Services Network
Georgia
$731K +$7.04K +298 +1%
CPL
533
CAP Partners LLC
Tennessee
$731K +$731K +30,932 New
MA
534
Mutual Advisors
Nebraska
$727K +$10.4K +442 +1%
CGA
535
Crescent Grove Advisors
Illinois
$725K +$16.6K +704 +2%
PAM
536
Pegasus Asset Management
New York
$721K – – –
NCM
537
Northwest Capital Management
Oregon
$720K -$2.65K -112 -0.4%
RPG
538
Resource Planning Group
Georgia
$714K -$112K -4,728 -14%
CPW
539
Catalyst Private Wealth
California
$710K +$120K +5,090 +20%
ICG
540
InterOcean Capital Group
Tennessee
$708K -$681K -28,836 -49%
AAS
541
Ameritas Advisory Services
Nebraska
$705K -$801K -33,870 -53%
BFS
542
Burkett Financial Services
South Carolina
$703K +$703K +29,778 New
CHJWM
543
Carlton Hofferkamp & Jenks Wealth Management
Texas
$693K +$3.25K +142 +0.5%
CAMG
544
CWA Asset Management Group
Florida
$690K -$1.94K -82 -0.3%
EPM
545
Elm Partners Management
Pennsylvania
$687K -$117K -4,958 -15%
NRG
546
Nemes Rush Group
Michigan
$685K – – –
SBIA
547
Sheaff Brock Investment Advisors
Indiana
$683K +$70.9K +3,000 +12%
WP
548
WMS Partners
Maryland
$682K +$5.62K +238 +0.8%
APSI
549
Asset Planning Services Inc
Louisiana
$681K -$20.1K -850 -3%
EWM
550
Evermay Wealth Management
Virginia
$679K +$36.2K +1,534 +6%
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