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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 %
CCM
601
Condor Capital Management
New Jersey
$565K -$9.94K -386 -2%
MCCA
602
Mill Creek Capital Advisors
Pennsylvania
$564K – – –
HR
603
Howe & Rusling
New York
$564K +$6.59K +256 +1%
LIWM
604
Long Island Wealth Management
New York
$563K +$2.06K +80 +0.4%
CIA
605
Compass Ion Advisors
Pennsylvania
$554K +$554K +21,516 New
MCM
606
Mitchell Capital Management
Kansas
$553K -$14.3K -554 -3%
CWA
607
Cornerstone Wealth Advisors
Minnesota
$552K +$2.47K +96 +0.5%
BEI
608
Benjamin Edwards Inc
Missouri
$548K +$548K +21,262 New
MOS
609
MGO One Seven
Ohio
$544K -$21.6K -840 -4%
SAM
610
Sawgrass Asset Management
Florida
$538K +$199K +7,740 +59%
AL
611
ACAS LLC
California
$534K -$25.9K -1,006 -5%
KP
612
Keel Point
Alabama
$534K +$463 +18 +0.1%
BFA
613
Beaumont Financial Advisors
Massachusetts
$533K -$48.8K -1,896 -8%
SAF
614
Smith Anglin Financial
Texas
$529K -$22.5K -872 -4%
TAM
615
Townsend Asset Management
North Carolina
$527K +$206 +8 +0%
CMAI
616
Capital Management Associates Inc
Minnesota
$520K +$520K +20,206 New
PD
617
Planning Directions
Pennsylvania
$520K +$22.5K +874 +5%
AA
618
Aire Advisors
California
$515K – – –
LIA
619
LBMC Investment Advisors
Tennessee
$514K -$7.42K -288 -1%
SRC
620
Sage Rhino Capital
California
$513K +$515 +20 +0.1%
AC
621
Addison Capital
Pennsylvania
$513K -$9.94K -386 -2%
EAM
622
Evanson Asset Management
California
$511K +$65.2K +2,532 +15%
RDIA
623
RE Dickinson Investment Advisors
Iowa
$509K +$142K +5,502 +39%
CCA
624
Clarity Capital Advisors
Florida
$509K +$3.45K +134 +0.7%
MWP
625
Meridian Wealth Partners
Pennsylvania
$506K -$24.7K -958 -5%
23 24
25
26 27