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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,062 hedge funds and large institutions have $6.47B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+18
Holders Change %
+1.72%
% of All Funds
15.36%
Holding in Top 10
59
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.72%
% of All Funds
0.85%
New
88
Increased
442
Reduced
368
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.4M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.7M
4
Empower Advisory Group
Empower Advisory Group
Colorado
+$18M
5
CA
CoreCap Advisors
Michigan
+$17.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$4.13B
2
SFC
Strategic Financial Concepts
Texas
-$114M
3
Osaic Holdings
Osaic Holdings
Arizona
-$54.3M
4
TCM
Tradewinds Capital Management
Washington
-$29.1M
5
WA
Waterford Advisors
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
526
Farther Finance Advisors
California
$778K -$637K -24,746 -45%
APSI
527
Asset Planning Services Inc
Louisiana
$774K +$30.4K +1,180 +4%
MWP
528
Madison Wealth Partners
Wisconsin
$772K -$45.5K -1,766 -6%
IC
529
IEQ Capital
California
$771K -$42.7K -1,660 -5%
S
530
SignatureFD
Georgia
$766K +$3.04K +118 +0.4%
PCM
531
Parsons Capital Management
Rhode Island
$763K +$211K +8,194 +38%
PAM
532
Pegasus Asset Management
New York
$761K – – –
ACA
533
Aspire Capital Advisors
Washington
$759K -$48K -1,864 -6%
SFWA
534
Summit Financial Wealth Advisors
Louisiana
$758K +$426K +16,530 +128%
SFG
535
SNS Financial Group
Minnesota
$754K -$12.3K -478 -2%
LF
536
LifePlan Financial
Minnesota
$749K -$15.4K -598 -2%
CHJWM
537
Carlton Hofferkamp & Jenks Wealth Management
Texas
$746K +$372K +28,966 +100%
ASN
538
Advisory Services Network
Georgia
$729K – – –
CFO
539
CVA Family Office
Colorado
$723K -$23.5K -912 -3%
EWM
540
Evermay Wealth Management
Virginia
$722K – – –
CPL
541
CAP Partners LLC
Tennessee
$718K -$38.3K -1,486 -5%
NRG
542
Nemes Rush Group
Michigan
$714K -$4.14K -168 -0.6%
MA
543
Mutual Advisors
Nebraska
$710K +$354K +27,586 +99%
FWA
544
FSM Wealth Advisors
Ohio
$705K – – –
BFS
545
Burkett Financial Services
South Carolina
$704K -$26.6K -1,034 -4%
JCM
546
Jacobi Capital Management
Pennsylvania
$702K +$702K +27,246 New
AFO
547
Arrowroot Family Office
California
$700K +$4.74K +184 +0.7%
JWCA
548
J.W. Cole Advisors
Florida
$694K -$3.04K -118 -0.4%
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$691K -$79.8K -3,100 -10%
VCWA
550
Vanguard Capital Wealth Advisors
Colorado
$686K +$686K +26,636 New
20 21
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