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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
701
Heritage Trust
Oklahoma
$445K +$445K +17,200 New
JLBC
702
J.L. Bainbridge & Co
Florida
$443K -$4.16K -161 -0.9%
MA
703
MJP Associates
Connecticut
$443K +$8.51K +329 +2%
WC
704
Waterloo Capital
Texas
$442K -$64.8K -2,506 -13%
PHIC
705
Pine Haven Investment Counsel
Massachusetts
$441K – – –
RWIA
706
Roger Wittlin Investment Advisory
California
$440K +$2.69K +104 +0.6%
HTC
707
Haverford Trust Company
Pennsylvania
$440K -$26 -1 -0%
APG
708
Abacus Planning Group
South Carolina
$440K -$56.6K -2,188 -11%
FA
709
Fermata Advisors
California
$439K +$439K +16,982 New
GWA
710
Geometric Wealth Advisors
District of Columbia
$438K +$61.8K +2,391 +16%
RA
711
Ruggaard & Associates
Ohio
$437K -$2.33K -90 -0.5%
RDWM
712
Red Door Wealth Management
Tennessee
$437K -$53K -2,051 -11%
CCG
713
Chatham Capital Group
Georgia
$431K -$26 -1 -0%
CWM
714
Cabot Wealth Management
Massachusetts
$426K +$26 +1 +0%
MIA
715
MeadowBrook Investment Advisors
Michigan
$426K -$10.6K -410 -2%
Two Sigma Investments
716
Two Sigma Investments
New York
$424K +$424K +16,400 New
CAP
717
Columbia Advisory Partners
Washington
$423K -$103 -4 -0%
VCP
718
Vista Capital Partners
Oregon
$421K -$8.25K -319 -2%
PIN
719
Prudent Investors Network
California
$418K +$418K +16,167 New
EFA
720
Evernest Financial Advisors
Indiana
$416K -$155K -6,006 -27%
SRCM
721
Signature Resources Capital Management
California
$413K -$698 -27 -0.2%
MFF
722
Michels Family Financial
Texas
$412K +$412K +15,948 New
BW
723
BIP Wealth
Georgia
$412K -$4.14K -160 -1%
CCA
724
Criterion Capital Advisors
Tennessee
$410K -$410K -8,637 -50%
PCM
725
Pennsylvania Capital Management
Pennsylvania
$409K +$18.9K +732 +5%
27 28
29
30 31