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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,044 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
701
Thrive Wealth Management
Pennsylvania
$355K -$50.7K -2,138 -13%
SWM
702
Spire Wealth Management
Virginia
$351K -$921K -38,822 -72%
MMA
703
Miracle Mile Advisors
California
$350K -$4.51K -190 -1%
PWM
704
Pinnacle Wealth Management
California
$348K +$34.3K +1,446 +11%
RWA
705
River Wealth Advisors
Pennsylvania
$348K +$28.6K +1,206 +9%
Kovitz Investment Group Partners
706
Kovitz Investment Group Partners
Illinois
$346K -$6.31K -266 -2%
BFC
707
Bedel Financial Consulting
Indiana
$346K -$13.6K -572 -4%
DIA
708
Dana Investment Advisors
Wisconsin
$345K – – –
HIP
709
HUB Investment Partners
Texas
$344K +$8.02K +338 +2%
ACMA
710
Arbor Capital Management (Alaska)
Alaska
$340K +$20.3K +862 +6%
WCF
711
West Coast Financial
California
$339K – – –
DWM
712
Diversify Wealth Management
Utah
$339K +$339K +14,454 New
WCM
713
Wealthcare Capital Management
Virginia
$339K -$14.8K -624 -4%
RDIA
714
RE Dickinson Investment Advisors
Iowa
$338K +$40.6K +1,710 +14%
APW
715
Aurora Private Wealth
New Jersey
$338K -$17.1K -720 -5%
KFS
716
Kaizen Financial Strategies
California
$335K -$9.14K -358 -3%
PWG
717
Portside Wealth Group
Utah
$335K +$335K +14,130 New
IAA
718
Independent Advisor Alliance
North Carolina
$332K -$87.5K -3,690 -21%
SMA
719
Seven Mile Advisory
New Jersey
$332K -$94.9K -4,000 -22%
OAM
720
Oppenheimer Asset Management
New York
$331K +$92.5K +3,900 +39%
HCP
721
Hardin Capital Partners
South Carolina
$331K +$331K +13,942 New
WWM
722
Western Wealth Management
Colorado
$328K -$138K -5,836 -30%
SSA
723
Sierra Summit Advisors
Nevada
$328K -$25.1K -1,058 -7%
CI
724
Cordant Inc
Oregon
$328K -$35.4K -1,494 -10%
AP
725
Adero Partners
California
$326K +$94K +3,960 +40%
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