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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIM
576
Yoffe Investment Management
Pennsylvania
$686K +$686K +26,537 New
BTWM
577
Brass Tax Wealth Management
Ohio
$686K +$5.97K +231 +0.9%
MAS
578
Madden Advisory Services
Florida
$683K -$3.08K -119 -0.4%
USCWA
579
U.S. Capital Wealth Advisors
Texas
$679K +$343K +13,282 +102%
CAWM
580
Capital Advisors Wealth Management
Washington
$674K +$674K +26,080 New
WF
581
Warner Financial
Maryland
$674K +$55.5K +2,147 +9%
MA
582
Mutual Advisors
Nebraska
$671K -$792K -29,960 -54%
APP
583
Avantax Planning Partners
Iowa
$667K -$1.89K -73 -0.3%
DTC
584
Davidson Trust Company
Washington
$662K – – –
S
585
SignatureFD
Georgia
$661K -$108K -4,188 -14%
EW
586
Evoke Wealth
California
$661K +$366K +14,147 +124%
Kovitz Investment Group Partners
587
Kovitz Investment Group Partners
Illinois
$659K +$85.1K +3,290 +15%
AWM
588
Apex Wealth Management
New Hampshire
$659K +$659K +25,476 New
OCM
589
One Capital Management
California
$658K +$63.6K +2,458 +11%
CAM
590
Carret Asset Management
New York
$649K +$204K +7,875 +46%
QWM
591
Quadcap Wealth Management
Texas
$644K +$344K +13,307 +115%
DIM
592
Delta Investment Management
California
$641K +$641K +24,806 New
HIP
593
HUB Investment Partners
Texas
$637K +$186K +7,204 +41%
IIA
594
Integral Investment Advisors
California
$635K +$11.5K +443 +2%
PAM
595
Pegasus Asset Management
New York
$634K -$131K -5,064 -17%
AIM
596
Acropolis Investment Management
Missouri
$631K – – –
WPC
597
Wedmont Private Capital
Pennsylvania
$630K -$25 -1 -0%
JWBC
598
John W. Brooker & Co
California
$628K -$52 -2 -0%
LB
599
Legacy Bridge
Iowa
$625K – – –
NA
600
Nautilus Advisors
California
$623K +$623K +24,108 New
22 23
24
25 26