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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 %
AWM
601
AE Wealth Management
Kansas
$623K +$27.7K +1,071 +5%
JWCA
602
J.W. Cole Advisors
Florida
$623K -$74.2K -2,869 -11%
EAM
603
Everstar Asset Management
North Carolina
$620K -$672 -26 -0.1%
BIM
604
Baldwin Investment Management
Pennsylvania
$618K -$24.1K -933 -4%
KFA
605
Kelleher Financial Advisors
New York
$617K – – –
MCC
606
Money Concepts Capital
Florida
$615K +$362 +14 +0.1%
SAM
607
Sawgrass Asset Management
Florida
$603K +$62.7K +2,426 +12%
CIR
608
Clear Investment Research
Georgia
$602K -$724 -28 -0.1%
WCM
609
Weaver Capital Management
Georgia
$602K – – –
FWP
610
FAS Wealth Partners
Kansas
$601K -$2.82K -109 -0.5%
PSF
611
Pacific Sun Financial
California
$601K -$2.59K -100 -0.4%
FSWA
612
Financial Synergies Wealth Advisors
Texas
$600K -$70K -2,706 -10%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$595K -$877K -33,921 -60%
CL
614
Choreo LLC
Illinois
$594K -$16.2K -627 -3%
HI
615
Hendershot Investments
Virginia
$594K +$8.72K +337 +1%
BFA
616
Beaumont Financial Advisors
Massachusetts
$593K +$57.6K +2,229 +11%
FC
617
Forte Capital
New York
$587K +$52 +2 +0%
VFA
618
Valeo Financial Advisors
Indiana
$585K -$102K -3,930 -15%
DWM
619
Dechtman Wealth Management
Colorado
$584K -$3K -116 -0.5%
WCFA
620
Walkner Condon Financial Advisors
Wisconsin
$577K -$4.66K -180 -0.8%
FCH
621
Freestone Capital Holdings
Washington
$573K +$129K +4,978 +29%
BF
622
Brucke Financial
Indiana
$572K +$572K +21,417 New
AT
623
American Trust
Kentucky
$571K +$571K +22,087 New
CCM
624
Condor Capital Management
New Jersey
$569K +$957 +37 +0.2%
AIP
625
Almanack Investment Partners
Pennsylvania
$568K -$72.1K -2,788 -11%
23 24
25
26 27