SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
526
Madison Wealth Partners
Wisconsin
$734K +$33.8K +1,372 +5%
CF
527
Centaurus Financial
California
$730K -$45.1K -1,832 -6%
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$724K +$12.3K +500 +2%
ICG
529
InterOcean Capital Group
Tennessee
$722K -$16.2K -658 -2%
CAMG
530
CWA Asset Management Group
Florida
$720K – – –
ASN
531
Advisory Services Network
Georgia
$716K -$46K -1,870 -6%
EWM
532
Evermay Wealth Management
Virginia
$715K +$6.89K +280 +1%
NRG
533
Nemes Rush Group
Michigan
$714K – – –
LF
534
LifePlan Financial
Minnesota
$713K +$19.1K +774 +3%
WP
535
WMS Partners
Maryland
$711K – – –
BFS
536
Burkett Financial Services
South Carolina
$709K -$24K -976 -3%
EPM
537
Elm Partners Management
Pennsylvania
$707K -$8.91K -362 -1%
CHJWM
538
Carlton Hofferkamp & Jenks Wealth Management
Texas
$686K -$14.6K -632 -2%
DTC
539
Davidson Trust Company
Washington
$682K – – –
FC
540
FCA Corp
Texas
$679K +$3.05K +124 +0.5%
AC
541
AlphaCore Capital
California
$679K +$17.9K +726 +3%
MCC
542
Money Concepts Capital
Florida
$677K +$24.5K +996 +4%
FWA
543
FSM Wealth Advisors
Ohio
$674K -$17.8K -724 -3%
APSI
544
Asset Planning Services Inc
Louisiana
$671K -$39.4K -1,600 -6%
Baird Financial Group
545
Baird Financial Group
Wisconsin
$670K -$1.03M -41,680 -60%
GJIA
546
Glass Jacobson Investment Advisors
Maryland
$661K +$33.8K +1,374 +5%
CW
547
Cooksen Wealth
Texas
$658K -$9.11K -370 -1%
AFO
548
Arrowroot Family Office
California
$651K +$60.5K +2,458 +10%
Citadel Advisors
549
Citadel Advisors
Florida
$643K +$643K +26,100 New
TRCT
550
Tower Research Capital (TRC)
New York
$641K +$609K +24,742 +1,930%
20 21
22
23 24