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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 %
KPWS
676
Kestra Private Wealth Services
Texas
$402K +$53.5K +2,264 +15%
HTC
677
Haverford Trust Company
Pennsylvania
$402K – – –
APW
678
Aurora Private Wealth
New Jersey
$401K +$31.9K +1,352 +9%
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K +$389K +16,468 +3,402%
SGI
680
Summit Global Investments
Utah
$400K -$89K -3,768 -18%
CWM
681
Cabot Wealth Management
Massachusetts
$400K -$14.8K -626 -4%
GVAG
682
Great Valley Advisor Group
Delaware
$398K -$30.3K -1,284 -7%
SWM
683
Stockman Wealth Management
Montana
$396K +$2.36K +100 +0.6%
GWM
684
Gray Wealth Management
Maine
$396K – – –
MA
685
MJP Associates
Connecticut
$395K +$13.5K +572 +4%
CL
686
Choreo LLC
Illinois
$394K +$6.66K +282 +2%
CCG
687
Chatham Capital Group
Georgia
$393K -$163K -6,890 -29%
PA
688
Planning Alternatives
Michigan
$393K -$4.25K -180 -1%
SF
689
Synovus Financial
Georgia
$393K -$56.3K -2,380 -13%
MIA
690
MeadowBrook Investment Advisors
Michigan
$391K +$391K +16,544 New
PRI
691
Prepared Retirement Institute
Pennsylvania
$390K +$390K +16,506 New
TW
692
TritonPoint Wealth
Maryland
$390K +$390K +16,496 New
IWN
693
Independent Wealth Network
Iowa
$390K +$47 +2 +0%
PWA
694
Physician Wealth Advisors
Utah
$389K +$60.9K +2,626 +19%
RDIA
695
RE Dickinson Investment Advisors
Iowa
$383K -$6.38K -270 -2%
MMA
696
Miracle Mile Advisors
California
$377K -$15.4K -650 -4%
SA
697
Skyline Advisors
Washington
$373K +$373K +15,784 New
FCP
698
Fidelis Capital Partners
Florida
$371K – – –
M
699
MYeCFO
California
$370K -$23.6K -1,000 -6%
JCM
700
Jacobsen Capital Management
Utah
$369K -$42.2K -1,788 -10%
26 27
28
29 30