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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,052 hedge funds and large institutions have $9.59B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+112
Holders Change %
+11.91%
% of All Funds
15.42%
Holding in Top 10
71
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.33%
% of All Funds
1.04%
New
168
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 %
PAM
551
Palisade Asset Management
Minnesota
$678K +$678K +28,690 New
MWP
552
Madison Wealth Partners
Wisconsin
$672K +$424K +17,970 +172%
MA
553
MONECO Advisors
Connecticut
$667K +$62.6K +2,652 +10%
LF
554
LifePlan Financial
Minnesota
$665K +$665K +28,172 New
FWA
555
FSM Wealth Advisors
Ohio
$663K +$404K +17,084 +155%
FMWA
556
Forvis Mazars Wealth Advisors
Missouri
$654K -$1.23K -52 -0.2%
DTC
557
Davidson Trust Company
Washington
$654K – – –
OCM
558
One Capital Management
California
$651K +$28.8K +1,220 +5%
FC
559
FCA Corp
Texas
$648K -$36K -1,526 -5%
Principal Financial Group
560
Principal Financial Group
Iowa
$641K +$63.1K +2,672 +11%
CW
561
Cooksen Wealth
Texas
$640K +$640K +27,092 New
FWP
562
FAS Wealth Partners
Kansas
$637K -$21.2K -898 -3%
CA
563
Clearstead Advisors
Ohio
$637K -$271K -11,492 -30%
PCM
564
Pennsylvania Capital Management
Pennsylvania
$636K -$20.3K -858 -3%
AC
565
AlphaCore Capital
California
$634K +$2.74K +116 +0.4%
MCC
566
Money Concepts Capital
Florida
$626K +$2.55K +108 +0.4%
Envestnet Portfolio Solutions
567
Envestnet Portfolio Solutions
Illinois
$625K +$104K +4,408 +20%
LFAS
568
Level Four Advisory Services
Texas
$624K +$77.2K +3,270 +14%
EFA
569
Evernest Financial Advisors
Indiana
$616K +$616K +26,094 New
Chevy Chase Trust
570
Chevy Chase Trust
Maryland
$614K -$125K -5,280 -17%
AL
571
ACAS LLC
California
$614K +$19.5K +826 +3%
LWM
572
Luminvest Wealth Management
Arizona
$609K +$609K +25,776 New
MCM
573
Mitchell Capital Management
Kansas
$608K -$382K -16,180 -39%
PSF
574
Pacific Sun Financial
California
$607K -$98.7K -4,180 -14%
CIC
575
Carnegie Investment Counsel
Ohio
$607K +$28.8K +1,220 +5%
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