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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 %
VCP
676
Vista Capital Partners
Oregon
$428K -$33.9K -1,318 -7%
FCA
677
FLC Capital Advisors
California
$427K +$4.69K +182 +1%
CWM
678
Cabot Wealth Management
Massachusetts
$424K -$875 -34 -0.2%
CAP
679
Columbia Advisory Partners
Washington
$421K -$377K -14,644 -47%
GWM
680
Gray Wealth Management
Maine
$420K +$16.9K +658 +4%
SFG
681
Sovereign Financial Group
Connecticut
$418K +$11K +428 +3%
BW
682
BIP Wealth
Georgia
$414K -$30.5K -1,184 -7%
SSW
683
Stone Summit Wealth
Florida
$413K – – –
MCP
684
Mirador Capital Partners
California
$413K -$6.44K -250 -2%
SRCM
685
Signature Resources Capital Management
California
$412K -$16.4K -638 -4%
CCA
686
Criterion Capital Advisors
Tennessee
$410K – – –
SHJ
687
Sharkey, Howes & Javer
Colorado
$408K -$7.47K -290 -2%
LJAC
688
L.J. Altfest & Co
New York
$405K -$140K -5,424 -26%
Natixis Advisors
689
Natixis Advisors
Massachusetts
$403K +$39.6K +3,072 +11%
CWC
690
Carolinas Wealth Consulting
North Carolina
$401K +$2.16K +84 +0.5%
VBFG
691
Vishria Bird Financial Group
Tennessee
$399K +$399K +15,494 New
FHB
692
First Hawaiian Bank
Hawaii
$399K – – –
FVIM
693
Fort Vancouver Investment Management
Washington
$398K -$15K -582 -4%
MA
694
MONECO Advisors
Connecticut
$396K -$160K -6,216 -29%
SA
695
Skyline Advisors
Washington
$396K +$2.16K +84 +0.5%
PA
696
Planning Alternatives
Michigan
$395K -$21.9K -852 -5%
KLI
697
Kelman-Lazarov Inc
Tennessee
$394K -$5.56K -216 -1%
FNBT
698
FineMark National Bank & Trust
Florida
$392K +$144K +5,582 +58%
FNBOMD
699
First National Bank of Mount Dora
Florida
$391K – – –
JWM
700
Jeppson Wealth Management
California
$390K – – –
26 27
28
29 30