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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
676
Stone Summit Wealth
Florida
$397K +$70.2K +2,850 +21%
KLI
677
Kelman-Lazarov Inc
Tennessee
$394K +$17.4K +706 +5%
TW
678
TritonPoint Wealth
Maryland
$390K +$93.4K +5,204 +32%
SF
679
Summit Financial
New Jersey
$388K -$119K -4,844 -24%
PRI
680
Prepared Retirement Institute
Pennsylvania
$384K -$22.5K -912 -6%
SFG
681
Sovereign Financial Group
Connecticut
$383K +$22K +892 +6%
PWA
682
Physician Wealth Advisors
Utah
$382K -$1.69K -74 -0.4%
CWC
683
Carolinas Wealth Consulting
North Carolina
$382K -$1.92K -78 -0.5%
SA
684
Skyline Advisors
Washington
$377K -$11.3K -460 -3%
CI
685
Cordant Inc
Oregon
$377K – – –
USCWA
686
U.S. Capital Wealth Advisors
Texas
$375K -$5.81K -236 -2%
FNBOMD
687
First National Bank of Mount Dora
Florida
$374K – – –
Envestnet Portfolio Solutions
688
Envestnet Portfolio Solutions
Illinois
$373K -$278K -11,298 -43%
PWP
689
Principle Wealth Partners
Connecticut
$373K – – –
BFC
690
Bedel Financial Consulting
Indiana
$373K +$14.2K +578 +4%
PCM
691
Pennsylvania Capital Management
Pennsylvania
$372K -$291K -11,826 -44%
PS
692
Principal Securities
Iowa
$369K -$10.5K -428 -3%
CW
693
CreativeOne Wealth
Kansas
$368K +$132K +5,366 +56%
MMA
694
Miracle Mile Advisors
California
$368K -$24.8K -1,008 -6%
EFA
695
Evernest Financial Advisors
Indiana
$367K -$226K -9,946 -38%
WCM
696
Wealthcare Capital Management
Virginia
$367K -$542K -22,028 -60%
SSA
697
Sierra Summit Advisors
Nevada
$366K +$31.5K +1,278 +9%
Kovitz Investment Group Partners
698
Kovitz Investment Group Partners
Illinois
$366K +$366K +14,860 New
APW
699
Aurora Private Wealth
New Jersey
$365K -$49.1K -2,016 -12%
FRA
700
Front Row Advisors
California
$361K +$3.2K +130 +0.9%
26 27
28
29 30