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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 %
TIA
626
Tiemann Investment Advisors
California
$464K – – –
BFA
627
Bluestem Financial Advisors
Illinois
$464K -$22.8K -960 -5%
VFA
628
Valeo Financial Advisors
Indiana
$459K +$10.4K +440 +2%
PD
629
Planning Directions
Pennsylvania
$458K +$24.9K +1,048 +6%
APG
630
Abacus Planning Group
South Carolina
$457K +$16.9K +712 +4%
Fisher Asset Management
631
Fisher Asset Management
Washington
$454K +$167K +7,020 +58%
RPA
632
Rock Point Advisors
Vermont
$451K +$4.65K +196 +1%
AWA
633
Arete Wealth Advisors
Illinois
$450K +$450K +19,072 New
AAIM
634
Asset Advisors Investment Management
Georgia
$447K -$4.94M -208,100 -92%
KOC
635
Koss-Olinger Consulting
Florida
$445K +$445K +18,758 New
RDWM
636
Red Door Wealth Management
Tennessee
$444K +$5.41K +228 +1%
SWM
637
Stockman Wealth Management
Montana
$442K +$40.3K +1,698 +10%
TW
638
TritonPoint Wealth
Maryland
$439K -$77.1K -3,240 -15%
WOC
639
West Oak Capital
California
$436K -$20.1K -846 -4%
CFIA
640
Cantor Fitzgerald Investment Advisors
New York
$436K -$26.8K -1,130 -6%
EI
641
Ellevest Inc
New York
$435K +$52K +2,192 +14%
CAG
642
Curtis Advisory Group
California
$431K +$17.4K +734 +4%
C1AG
643
Client 1st Advisory Group
Florida
$430K -$45.6K -1,924 -10%
WW
644
Waterfront Wealth
Kansas
$430K – – –
GVAG
645
Great Valley Advisor Group
Delaware
$429K +$17.7K +746 +4%
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
$429K – – –
VCP
647
Vista Capital Partners
Oregon
$425K -$2.47K -104 -0.6%
FA
648
Forefront Analytics
Pennsylvania
$425K -$69.9K -2,946 -14%
TP
649
Tranquility Partners
Tennessee
$422K -$3.46K -146 -0.8%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$422K +$422K +17,708 New
24 25
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