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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 %
LNWWM
726
Laird Norton Wetherby Wealth Management
California
$326K – – –
GWM
727
GSB Wealth Management
Connecticut
$319K +$807 +34 +0.3%
SWA
728
SFMG Wealth Advisors
Texas
$319K +$617 +26 +0.2%
GFA
729
Gallagher Fiduciary Advisors
Illinois
$316K -$31.1K -1,310 -9%
CAL
730
Capital Advisors Ltd
Ohio
$315K – – –
ES
731
ETF Store
Kansas
$315K -$135K -5,696 -30%
BW
732
Bison Wealth
Georgia
$313K – – –
S
733
Sachetta
Massachusetts
$312K -$19.1K -746 -6%
SAM
734
Sawgrass Asset Management
Florida
$312K +$10.1K +426 +3%
GCM
735
Glaxis Capital Management
Florida
$311K – – –
JC
736
Jentner Corp
Ohio
$310K -$807 -34 -0.3%
SG
737
Somerset Group
Minnesota
$310K +$949 +40 +0.3%
FLPIM
738
F.L. Putnam Investment Management
Massachusetts
$310K -$14.5K -610 -4%
GC
739
Gratus Capital
Georgia
$309K – – –
GWA
740
Geometric Wealth Advisors
District of Columbia
$307K +$2.18K +92 +0.7%
CIA
741
Cascade Investment Advisors
Oregon
$307K – – –
SFWA
742
Summit Financial Wealth Advisors
Louisiana
$307K +$82K +3,458 +37%
USCWA
743
U.S. Capital Wealth Advisors
Texas
$306K -$55.2K -2,328 -15%
FA
744
Fiduciary Alliance
South Carolina
$305K -$4.72K -200 -2%
HFP
745
Holistic Financial Partners
Indiana
$305K – – –
SCM
746
Stordahl Capital Management
Colorado
$304K – – –
SWM
747
Sendero Wealth Management
Texas
$304K – – –
TWA
748
TCI Wealth Advisors
Arizona
$303K +$12.1K +510 +4%
SWM
749
Selective Wealth Management
Virginia
$301K -$22.3K -950 -7%
CT
750
Clearstead Trust
Maine
$294K – – –
28 29
30
31 32