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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 %
VFA
551
Valeo Financial Advisors
Indiana
$684K +$186K +7,224 +37%
MAS
552
Madden Advisory Services
Florida
$683K +$60.9K +2,364 +10%
BTWM
553
Brass Tax Wealth Management
Ohio
$677K +$677K +26,296 New
FSWA
554
Financial Synergies Wealth Advisors
Texas
$667K +$68.9K +2,674 +12%
APP
555
Avantax Planning Partners
Iowa
$666K -$228K -8,866 -26%
LWM
556
Luminvest Wealth Management
Arizona
$664K – – –
Vanguard Group
557
Vanguard Group
Pennsylvania
$663K +$135K +5,258 +26%
DTC
558
Davidson Trust Company
Washington
$659K – – –
Prudential Financial
559
Prudential Financial
New Jersey
$656K -$30.4K -1,180 -4%
PWM
560
Pinnacle Wealth Management
California
$648K +$270K +10,480 +71%
BIM
561
Baldwin Investment Management
Pennsylvania
$640K -$54.6K -2,122 -8%
AIP
562
Almanack Investment Partners
Pennsylvania
$637K +$13.4K +520 +2%
RPGK
563
Retirement Planning Group (Kansas)
Kansas
$630K +$630K +24,450 New
AIM
564
Acropolis Investment Management
Missouri
$628K – – –
PSP
565
Pacific Sage Partners
Washington
$628K -$41.5K -1,610 -6%
WPC
566
Wedmont Private Capital
Pennsylvania
$628K – – –
JWBC
567
John W. Brooker & Co
California
$626K +$257 +10 +0%
LB
568
Legacy Bridge
Iowa
$622K – – –
IIA
569
Integral Investment Advisors
California
$621K -$37.5K -1,458 -6%
EAM
570
Everstar Asset Management
North Carolina
$618K +$618K +24,000 New
CW
571
Cooksen Wealth
Texas
$616K -$53.5K -2,076 -8%
WF
572
Warner Financial
Maryland
$616K +$12.5K +486 +2%
KFA
573
Kelleher Financial Advisors
New York
$614K – – –
MCC
574
Money Concepts Capital
Florida
$612K +$22.1K +858 +4%
YIH
575
Y-Intercept (HK)
Hong Kong
$611K +$611K +23,746 New
21 22
23
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