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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 %
MCM
551
Mitchell Capital Management
Kansas
$635K +$1.58K +64 +0.2%
LWM
552
Luminvest Wealth Management
Arizona
$635K – – –
FWP
553
FAS Wealth Partners
Kansas
$630K -$34.4K -1,398 -5%
OCM
554
One Capital Management
California
$630K -$48.5K -1,970 -7%
Prudential Financial
555
Prudential Financial
New Jersey
$626K -$260K -10,542 -29%
LFAS
556
Level Four Advisory Services
Texas
$624K – – –
MA
557
MONECO Advisors
Connecticut
$623K -$72.3K -2,936 -10%
JWCA
558
J.W. Cole Advisors
Florida
$618K +$269K +10,928 +77%
PSF
559
Pacific Sun Financial
California
$614K -$19.2K -780 -3%
CFD
560
Creative Financial Designs
Indiana
$606K +$8.08K +328 +1%
CIR
561
Clear Investment Research
Georgia
$605K – – –
FSWA
562
Financial Synergies Wealth Advisors
Texas
$603K -$311K -12,628 -34%
MAS
563
Madden Advisory Services
Florida
$601K +$28K +1,136 +5%
AWA
564
Acorn Wealth Advisors
Michigan
$601K +$1.38K +56 +0.2%
AIM
565
Acropolis Investment Management
Missouri
$601K – – –
FWI
566
Facet Wealth Inc
Maryland
$601K +$36.2K +1,508 +6%
FC
567
Forte Capital
New York
$599K +$129K +5,226 +27%
PCM
568
Parsons Capital Management
Rhode Island
$599K -$739 -30 -0.1%
JWBC
569
John W. Brooker & Co
California
$598K -$15.9K -644 -3%
QWM
570
Quadcap Wealth Management
Texas
$597K -$9.26K -376 -2%
LB
571
Legacy Bridge
Iowa
$595K -$4.92K -200 -0.8%
Chevy Chase Trust
572
Chevy Chase Trust
Maryland
$594K -$46.3K -1,880 -7%
KFA
573
Kelleher Financial Advisors
New York
$587K – – –
HR
574
Howe & Rusling
New York
$585K +$78K +3,170 +15%
WCM
575
Weaver Capital Management
Georgia
$582K +$8.62K +350 +2%
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