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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 %
WWM
626
Western Wealth Management
Colorado
$486K -$189K -7,990 -28%
LFG
627
Leverty Financial Group
Wisconsin
$484K +$182K +7,722 +60%
TAM
628
Townsend Asset Management
North Carolina
$483K +$142 +6 +0%
LIA
629
LBMC Investment Advisors
Tennessee
$478K +$94 +4 +0%
CFIA
630
Cantor Fitzgerald Investment Advisors
New York
$477K +$477K +20,178 New
BFA
631
Bluestem Financial Advisors
Illinois
$476K +$476K +20,148 New
TIAA Trust, National Association
632
TIAA Trust, National Association
North Carolina
$474K -$62K -2,624 -12%
AA
633
Aire Advisors
California
$472K – – –
LFA
634
Landmark Financial Advisors
Kentucky
$471K -$32K -1,356 -6%
SRC
635
Sage Rhino Capital
California
$470K +$26.8K +1,136 +6%
HIC
636
Holderness Investments Company
North Carolina
$470K +$57.9K +2,450 +14%
WF
637
Warner Financial
Maryland
$467K +$58.8K +2,490 +14%
AWE
638
Avidian Wealth Enterprises
Texas
$464K -$104K -4,382 -18%
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$40.6K +1,720 +10%
CCA
640
Clarity Capital Advisors
Florida
$462K +$462K +19,574 New
TIA
641
Tiemann Investment Advisors
California
$462K -$1.42K -60 -0.3%
ACA
642
Aptus Capital Advisors
Alabama
$461K -$7.04K -298 -2%
LFP
643
Leeward Financial Partners
Washington
$460K +$460K +19,486 New
SAF
644
Smith Anglin Financial
Texas
$459K -$202K -8,568 -31%
TWM
645
Thrive Wealth Management
Pennsylvania
$454K +$186K +7,862 +69%
FC
646
Forte Capital
New York
$452K -$1.32K -56 -0.3%
BW
647
BIP Wealth
Georgia
$451K – – –
MAM
648
Meeder Asset Management
Ohio
$451K +$130K +5,492 +40%
SRCM
649
Signature Resources Capital Management
California
$446K +$446K +18,874 New
RPA
650
Rock Point Advisors
Vermont
$443K +$24.1K +1,020 +6%
24 25
26
27 28