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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 %
Natixis Advisors
576
Natixis Advisors
Massachusetts
$605K +$605K +25,636 New
APP
577
Avantax Planning Partners
Iowa
$605K -$2.03K -86 -0.3%
GJIA
578
Glass Jacobson Investment Advisors
Maryland
$601K +$278K +11,756 +86%
S
579
SignatureFD
Georgia
$600K -$77.8K -3,294 -11%
OMC
580
Old Mission Capital
Illinois
$600K +$600K +25,382 New
BL
581
BCWM LLC
Kansas
$598K +$19.3K +816 +3%
C1AG
582
Client 1st Advisory Group
Florida
$595K -$248K -10,498 -29%
KOC
583
Koss-Olinger Consulting
Florida
$592K -$200K -8,484 -25%
JWBC
584
John W. Brooker & Co
California
$589K +$1.37K +58 +0.2%
BBA
585
BLB&B Advisors
Pennsylvania
$582K +$14.6K +616 +3%
QWM
586
Quadcap Wealth Management
Texas
$582K +$582K +24,630 New
WP
587
Westmount Partners
California
$581K – – –
CIR
588
Clear Investment Research
Georgia
$581K -$43.5K -1,840 -7%
AIM
589
Acropolis Investment Management
Missouri
$576K -$94 -4 -0%
LB
590
Legacy Bridge
Iowa
$575K – – –
AWA
591
Acorn Wealth Advisors
Michigan
$575K -$71.7K -3,036 -11%
PCM
592
Parsons Capital Management
Rhode Island
$575K +$7.8K +330 +1%
CFD
593
Creative Financial Designs
Indiana
$574K +$189 +8 +0%
AFO
594
Arrowroot Family Office
California
$567K +$136K +5,754 +32%
KFA
595
Kelleher Financial Advisors
New York
$563K – – –
PP
596
Patten & Patten
Tennessee
$562K +$177K +7,490 +46%
RIA
597
Regal Investment Advisors
Michigan
$562K +$129K +5,472 +30%
PAS
598
Park Avenue Securities
New York
$557K +$25K +1,060 +5%
MAS
599
Madden Advisory Services
Florida
$550K +$40.1K +1,696 +8%
WCM
600
Weaver Capital Management
Georgia
$550K +$550K +23,276 New
22 23
24
25 26