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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 %
FWP
576
FAS Wealth Partners
Kansas
$601K -$24.1K -934 -4%
DFA
577
DHK Financial Advisors
New Hampshire
$601K -$37.3K -1,450 -6%
PSF
578
Pacific Sun Financial
California
$601K -$8.24K -320 -1%
CIR
579
Clear Investment Research
Georgia
$600K -$33.1K -1,286 -5%
P
580
&Partners
Tennessee
$600K +$181K +7,076 +43%
CL
581
Choreo LLC
Illinois
$600K +$51.1K +2,010 +9%
WCM
582
Weaver Capital Management
Georgia
$599K -$20.4K -792 -3%
TIAA Trust, National Association
583
TIAA Trust, National Association
North Carolina
$595K +$47.3K +1,836 +9%
AWM
584
AE Wealth Management
Kansas
$593K -$39.1K -1,518 -6%
OCM
585
One Capital Management
California
$592K -$25.3K -984 -4%
CA
586
Capital Advantage
California
$590K +$26.9K +1,044 +5%
AWA
587
Acorn Wealth Advisors
Michigan
$585K -$2.42K -94 -0.4%
DWM
588
Dechtman Wealth Management
Colorado
$584K +$3.97K +154 +0.7%
FC
589
Forte Capital
New York
$584K -$9.99K -388 -2%
HI
590
Hendershot Investments
Virginia
$582K -$10.7K -416 -2%
LFAS
591
Level Four Advisory Services
Texas
$581K +$289K +22,698 +99%
Citigroup
592
Citigroup
New York
$580K -$182K -7,050 -24%
WCFA
593
Walkner Condon Financial Advisors
Wisconsin
$579K -$15.1K -586 -3%
BIA
594
Bigelow Investment Advisors
Maine
$575K -$16.2K -628 -3%
PAS
595
Park Avenue Securities
New York
$574K +$26.6K +1,032 +5%
CFD
596
Creative Financial Designs
Indiana
$572K -$17.5K -680 -3%
ZF
597
Zhang Financial
Michigan
$571K -$35.3K -1,370 -6%
EFA
598
Evernest Financial Advisors
Indiana
$569K +$157K +6,096 +38%
Chevy Chase Trust
599
Chevy Chase Trust
Maryland
$569K – – –
ACM
600
Armbruster Capital Management
New York
$566K -$1.29K -50 -0.2%
22 23
24
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