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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,044 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
601
Berkeley Inc
Idaho
$510K -$454K -19,152 -47%
PCM
602
Parsons Capital Management
Rhode Island
$509K -$67.9K -2,862 -12%
CL
603
Choreo LLC
Illinois
$508K -$16.8K -716 -3%
SAF
604
Smith Anglin Financial
Texas
$508K -$41K -1,726 -7%
GWS
605
Glassman Wealth Services
Virginia
$507K +$495K +20,866 +4,241%
CWA
606
Cornerstone Wealth Advisors
Minnesota
$506K -$14.5K -610 -3%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$505K -$23.8K -1,002 -4%
TIAA Trust, National Association
608
TIAA Trust, National Association
North Carolina
$504K -$5.41K -228 -1%
PAS
609
Park Avenue Securities
New York
$504K +$41.8K +1,764 +9%
SPA
610
Sentinel Pension Advisors
Massachusetts
$502K -$5.65K -238 -1%
LJAC
611
L.J. Altfest & Co
New York
$502K +$14K +588 +3%
KP
612
Keel Point
Alabama
$501K +$501K +20,714 New
Baird Financial Group
613
Baird Financial Group
Wisconsin
$500K -$146K -6,150 -23%
ACA
614
Aptus Capital Advisors
Alabama
$496K +$40.4K +1,702 +9%
TWM
615
Triton Wealth Management
Arizona
$491K -$32.8K -1,286 -6%
MWP
616
Meridian Wealth Partners
Pennsylvania
$489K -$30.4K -1,280 -6%
Vanguard Group
617
Vanguard Group
Pennsylvania
$487K +$62.1K +2,616 +15%
TAM
618
Townsend Asset Management
North Carolina
$486K – – –
AC
619
Addison Capital
Pennsylvania
$482K +$37.3K +1,572 +8%
LIA
620
LBMC Investment Advisors
Tennessee
$480K – – –
BWM
621
BNC Wealth Management
Oregon
$476K -$69.1K -2,912 -13%
AA
622
Aire Advisors
California
$475K – – –
SRC
623
Sage Rhino Capital
California
$472K – – –
IC
624
Iconiq Capital
California
$471K +$471K +19,832 New
CCA
625
Clarity Capital Advisors
Florida
$465K – – –
23 24
25
26 27