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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 %
WW
651
Waterfront Wealth
Kansas
$441K +$19.3K +818 +5%
CMAI
652
Capital Management Associates Inc
Minnesota
$438K +$438K +376 New
APG
653
Abacus Planning Group
South Carolina
$437K +$4.72K +200 +1%
PFBT
654
Parkside Financial Bank & Trust
Missouri
$436K +$21.7K +920 +5%
RDWM
655
Red Door Wealth Management
Tennessee
$436K +$436K +18,468 New
PI
656
Pachira Investments
California
$436K +$436K +18,446 New
PD
657
Planning Directions
Pennsylvania
$431K +$1.7K +72 +0.4%
CCA
658
Criterion Capital Advisors
Tennessee
$430K +$430K +18,198 New
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$427K -$3.83K -162 -0.9%
WOC
660
West Oak Capital
California
$426K -$52.8K -2,314 -11%
SMA
661
Seven Mile Advisory
New Jersey
$425K – – –
HIP
662
HUB Investment Partners
Texas
$425K +$425K +17,998 New
TP
663
Tranquility Partners
Tennessee
$424K -$19.7K -836 -4%
EK
664
Evensky & Katz
Florida
$421K -$991 -42 -0.2%
JWM
665
Jeppson Wealth Management
California
$417K -$4.72K -200 -1%
EI
666
Ellevest Inc
New York
$415K -$368K -15,582 -47%
EWM
667
Elmwood Wealth Management
California
$412K -$1.13M -47,748 -73%
TWA
668
Trellis Wealth Advisors
California
$411K – – –
PHIC
669
Pine Haven Investment Counsel
Massachusetts
$410K – – –
CG
670
Caprock Group
Idaho
$409K +$39.8K +1,686 +11%
EAM
671
Evanson Asset Management
California
$408K -$9.92K -420 -2%
RA
672
Ruggaard & Associates
Ohio
$408K -$160K -6,794 -28%
HT
673
Heritage Trust
Oklahoma
$406K – – –
RIM
674
Rockbridge Investment Management
New York
$404K -$9.83K -416 -2%
CAM
675
Carret Asset Management
New York
$402K – – –
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27
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