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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 %
PWP
701
Principle Wealth Partners
Connecticut
$390K – – –
PCM
702
Pennsylvania Capital Management
Pennsylvania
$389K – – –
GVAG
703
Great Valley Advisor Group
Delaware
$388K -$77.8K -3,020 -17%
SPA
704
Sentinel Pension Advisors
Massachusetts
$386K -$158K -6,152 -29%
TWM
705
Thrive Wealth Management
Pennsylvania
$386K +$1.03K +40 +0.3%
CB
706
Commerce Bank
Missouri
$386K -$1.29K -50 -0.3%
BCM
707
Brookstone Capital Management
Illinois
$384K +$11.4K +442 +3%
RWA
708
River Wealth Advisors
Pennsylvania
$382K +$4.17K +162 +1%
UAG
709
United Advisor Group
Ohio
$380K -$293K -11,378 -44%
BFC
710
Bedel Financial Consulting
Indiana
$376K +$567 +22 +0.2%
FA
711
Fiduciary Alliance
South Carolina
$375K +$41.6K +1,614 +12%
QCM
712
QRG Capital Management
Illinois
$375K +$122K +4,720 +48%
GWA
713
Geometric Wealth Advisors
District of Columbia
$374K +$41.3K +1,604 +12%
PFA
714
Pure Financial Advisors
California
$374K -$64.7K -2,512 -15%
APW
715
Aurora Private Wealth
New Jersey
$369K +$2.21K +86 +0.6%
SMA
716
Seven Mile Advisory
New Jersey
$361K – – –
OAM
717
Oppenheimer Asset Management
New York
$360K +$464 +18 +0.1%
CW
718
CreativeOne Wealth
Kansas
$357K +$110K +4,276 +45%
SSA
719
Sierra Summit Advisors
Nevada
$356K – – –
SIMG
720
Sonora Investment Management Group
Arizona
$355K +$108K +4,176 +43%
HCP
721
Hardin Capital Partners
South Carolina
$354K +$203 +8 +0.1%
AP
722
Adero Partners
California
$354K – – –
CI
723
Cordant Inc
Oregon
$354K -$1.8K -70 -0.5%
SWM
724
Spire Wealth Management
Virginia
$353K -$28K -1,088 -7%
FRA
725
Front Row Advisors
California
$351K -$41.7K -1,620 -11%
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