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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 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, 450 reducing their positions, and 49 closing their positions.

Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.37%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
WA
4
Waterford Advisors
New York
$16.2M
5
TCM
5
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.5M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
51
Strategic Financial Planning
Texas
$19.7M +$609K +23,562 +3%
Raymond James Financial
52
Raymond James Financial
Florida
$18.8M +$18.8M +728,474 New
WCFP
53
White & Co Financial Planning
Washington
$18M +$18M +697,698 New
TCM
54
TruNorth Capital Management
Michigan
$17.7M +$1.1M +42,588 +7%
CST
55
Charles Schwab Trust
Nevada
$17.3M +$292K +11,309 +2%
JF
56
Joule Financial
Kentucky
$17.3M +$1.3M +50,364 +8%
SFG
57
Sage Financial Group
Pennsylvania
$17.2M -$432K -16,714 -2%
RA
58
Riversedge Advisors
Delaware
$16.7M -$133K -5,150 -0.8%
MML Investors Services
59
MML Investors Services
Massachusetts
$16.6M -$55.9K -2,161 -0.3%
BSB
60
Bangor Savings Bank
Maine
$16.4M -$6.08K -235 -0%
WA
61
Waterford Advisors
New York
$16.2M +$16.2M +626,777 New
VWA
62
Visionary Wealth Advisors
Illinois
$16.1M -$1.85M -71,448 -10%
ONB
63
Old National Bancorp
Indiana
$16M -$337K -13,032 -2%
JIC
64
Johnson Investment Counsel
Ohio
$15.9M +$175K +6,756 +1%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$15.8M +$210K +8,137 +1%
ACA
66
Ascension Capital Advisors
Texas
$15.7M +$467K +18,058 +3%
BWA
67
Burt Wealth Advisors
Maryland
$15.3M +$62.9K +2,431 +0.4%
SWRP
68
Summit Wealth & Retirement Planning
California
$15.3M +$60.5K +2,339 +0.4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$15.2M +$401K +15,511 +3%
SA
70
Sanctuary Advisors
Indiana
$15.1M -$23M -853,007 -60%
OIA
71
OneDigital Investment Advisors
Kansas
$14.8M +$226K +8,743 +2%
TCM
72
Tradewinds Capital Management
Washington
$14.4M +$11.7M +451,758 +438%
CRC
73
Curi RMB Capital
Illinois
$14.2M +$254K +9,820 +2%
PCIA
74
Prime Capital Investment Advisors
Kansas
$14.2M -$509K -19,665 -3%
CCA
75
Clearwater Capital Advisors
Illinois
$14M +$327K +12,654 +2%
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