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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 %
BFA
601
Beaumont Financial Advisors
Massachusetts
$547K -$130K -5,508 -19%
WCFA
602
Walkner Condon Financial Advisors
Wisconsin
$544K +$27.3K +1,156 +5%
BA
603
Bridgewater Advisors
New York
$541K -$92.4K -3,912 -15%
BIA
604
Bigelow Investment Advisors
Maine
$541K +$1.42K +60 +0.3%
LIWM
605
Long Island Wealth Management
New York
$538K +$538K +22,772 New
FWI
606
Facet Wealth Inc
Maryland
$536K +$63.1K +2,766 +13%
CWA
607
Cornerstone Wealth Advisors
Minnesota
$536K +$5.48K +232 +1%
VFA
608
Valeo Financial Advisors
Indiana
$536K -$850 -36 -0.2%
ES
609
ETF Store
Kansas
$534K -$54.7K -2,314 -9%
CA
610
Capital Advantage
California
$532K +$42K +1,780 +9%
HI
611
Hendershot Investments
Virginia
$525K +$26.6K +1,128 +5%
MWP
612
Meridian Wealth Partners
Pennsylvania
$523K +$27.7K +1,172 +6%
ACM
613
Armbruster Capital Management
New York
$521K – – –
GDP
614
Great Diamond Partners
Maine
$507K +$5.01K +212 +1%
AWM
615
Aspire Wealth Management
Massachusetts
$507K +$2.69K +114 +0.5%
BCM
616
Brookstone Capital Management
Illinois
$505K +$505K +21,384 New
SPA
617
Sentinel Pension Advisors
Massachusetts
$505K +$44.4K +1,880 +10%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$502K +$945 +40 +0.2%
ARC
619
Advisor Resource Council
Texas
$502K +$502K +21,242 New
FHB
620
First Hawaiian Bank
Hawaii
$496K – – –
LJAC
621
L.J. Altfest & Co
New York
$492K +$28.8K +1,220 +6%
SB
622
Strategic Blueprint
Georgia
$492K -$193K -8,166 -28%
FA
623
Forefront Analytics
Pennsylvania
$491K +$2.6K +110 +0.5%
SF
624
Summit Financial
New Jersey
$486K -$1.32K -56 -0.3%
HR
625
Howe & Rusling
New York
$486K -$6.8K -288 -1%
23 24
25
26 27