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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,052 hedge funds and large institutions have $9.59B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+112
Holders Change %
+11.91%
% of All Funds
15.42%
Holding in Top 10
71
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.33%
% of All Funds
1.04%
New
168
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$77.2M
2
Morgan Stanley
Morgan Stanley
New York
+$68.1M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$67.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$39.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$34.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$46M
2
FA
Financial Advisors
Massachusetts
-$45M
3
UCFA
United Capital Financial Advisors
Texas
-$29.3M
4
Ameriprise
Ameriprise
Minnesota
-$28.5M
5
BWL
Bogart Wealth LLC
Virginia
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
726
Penobscot Investment Management
Massachusetts
$332K -$12.3K -520 -4%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$67.1K +2,840 +26%
Lido Advisors
728
Lido Advisors
California
$327K +$327K +12,650 New
MSS
729
Mitchell Sinkler & Starr
Pennsylvania
$325K +$325K +13,740 New
CAG
730
Curtis Advisory Group
California
$324K -$1.44M -61,166 -82%
TWM
731
Triton Wealth Management
Arizona
$323K -$7.26K -318 -2%
SSA
732
Sierra Summit Advisors
Nevada
$321K +$321K +13,592 New
BWP
733
BSW Wealth Partners
Colorado
$321K +$3.02K +128 +1%
SWM
734
Selective Wealth Management
Virginia
$320K -$168K -7,356 -34%
MCP
735
Mirador Capital Partners
California
$319K +$319K +13,514 New
FLPIM
736
F.L. Putnam Investment Management
Massachusetts
$318K -$91.2K -3,862 -22%
KFS
737
Kaizen Financial Strategies
California
$318K -$46.1K -1,952 -13%
SWA
738
SFMG Wealth Advisors
Texas
$316K +$2.6K +110 +0.8%
MCCA
739
Mill Creek Capital Advisors
Pennsylvania
$314K +$314K +13,288 New
GWM
740
GSB Wealth Management
Connecticut
$314K +$33.4K +1,416 +12%
SSW
741
Stone Summit Wealth
Florida
$313K +$313K +13,256 New
FCH
742
Freestone Capital Holdings
Washington
$312K +$10.5K +444 +3%
SG
743
Somerset Group
Minnesota
$311K +$4.72K +200 +2%
LNWWM
744
Laird Norton Wetherby Wealth Management
California
$310K -$209K -8,852 -40%
BWM
745
BNC Wealth Management
Oregon
$309K +$37.6K +1,590 +14%
GCM
746
Glaxis Capital Management
Florida
$309K +$1.61K +68 +0.5%
CCM
747
Carlson Capital Management
Minnesota
$307K +$307K +12,994 New
SAG
748
SageView Advisory Group
California
$307K +$9.63K +414 +3%
S
749
Sachetta
Massachusetts
$306K +$306K +12,970 New
AA
750
Alesco Advisors
New York
$306K -$20.5K -870 -6%
28 29
30
31 32