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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 %
WC
626
Waterloo Capital
Texas
$505K -$103K -4,008 -17%
CA
627
CWC Advisors
Oregon
$504K +$504K +19,580 New
TIA
628
Tiemann Investment Advisors
California
$503K – – –
BFA
629
Bluestem Financial Advisors
Illinois
$503K +$52 +2 +0%
FC
630
FCA Corp
Texas
$503K -$263K -10,200 -34%
BA
631
Bridgewater Advisors
New York
$502K +$502K +38,790 New
WCF
632
West Coast Financial
California
$502K +$134K +5,188 +36%
IWN
633
Independent Wealth Network
Iowa
$496K +$496K +19,280 New
APG
634
Abacus Planning Group
South Carolina
$494K -$1.49K -58 -0.3%
RPA
635
Rock Point Advisors
Vermont
$494K +$3.86K +150 +0.8%
SWM
636
Stockman Wealth Management
Montana
$490K +$11.1K +430 +2%
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$489K -$278K -10,810 -36%
RDWM
638
Red Door Wealth Management
Tennessee
$488K +$6.13K +238 +1%
SOS
639
Silver Oak Securities
Tennessee
$484K +$299K +11,626 +162%
LIA
640
Lynx Investment Advisory
District of Columbia
$480K +$31.8K +1,236 +7%
CAG
641
Curtis Advisory Group
California
$480K +$12.1K +470 +3%
KOC
642
Koss-Olinger Consulting
Florida
$479K -$3.86K -150 -0.8%
KPWS
643
Kestra Private Wealth Services
Texas
$476K +$31.4K +1,220 +7%
TW
644
TritonPoint Wealth
Maryland
$475K +$154 +6 +0%
PFT
645
Providence First Trust
Arizona
$471K -$2.38M -92,394 -83%
AGWCA
646
Annis Gardner Whiting Capital Advisors
Florida
$471K +$14.6K +568 +3%
WP
647
Westmount Partners
California
$468K +$23.9K +928 +5%
GWANC
648
Guardian Wealth Advisors (North Carolina)
North Carolina
$468K +$2.63K +102 +0.6%
WW
649
Waterfront Wealth
Kansas
$468K +$234K +18,104 +100%
Baird Financial Group
650
Baird Financial Group
Wisconsin
$468K -$75.1K -2,918 -14%
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