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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 %
KFS
726
Kaizen Financial Strategies
California
$349K +$11.2K +434 +3%
PWA
727
Physician Wealth Advisors
Utah
$346K +$216K +16,586 +165%
TWA
728
TCI Wealth Advisors
Arizona
$346K +$17.6K +684 +5%
C1AG
729
Client 1st Advisory Group
Florida
$346K -$121K -4,684 -26%
FLPIM
730
F.L. Putnam Investment Management
Massachusetts
$343K +$6.49K +252 +2%
GFA
731
Gallagher Fiduciary Advisors
Illinois
$343K – – –
LWM
732
Laidlaw Wealth Management
New York
$342K +$65K +2,524 +23%
STA
733
Summit Trail Advisors
New York
$341K +$341K +13,244 New
GCM
734
Glaxis Capital Management
Florida
$339K +$2.32K +90 +0.7%
WWM
735
Western Wealth Management
Colorado
$339K -$17.2K -666 -5%
Fisher Asset Management
736
Fisher Asset Management
Washington
$339K -$154K -5,992 -31%
SG
737
Somerset Group
Minnesota
$337K – – –
SWA
738
SFMG Wealth Advisors
Texas
$337K -$9.12K -354 -3%
JC
739
Jentner Corp
Ohio
$336K -$824 -32 -0.2%
CAL
740
Capital Advisors Ltd
Ohio
$335K -$7.21K -280 -2%
DIA
741
Dana Investment Advisors
Wisconsin
$335K -$39.4K -1,530 -11%
USCWA
742
U.S. Capital Wealth Advisors
Texas
$334K +$1.6K +62 +0.5%
PPWM
743
Perissos Private Wealth Management
Oklahoma
$333K -$68.8K -2,672 -17%
HFP
744
Holistic Financial Partners
Indiana
$333K +$2.06K +80 +0.6%
SA
745
Stewardship Advisors
Pennsylvania
$331K +$331K +12,862 New
SWM
746
Sendero Wealth Management
Texas
$330K – – –
MMA
747
Miracle Mile Advisors
California
$330K -$50.2K -1,948 -13%
BW
748
Bison Wealth
Georgia
$328K +$1.24K +48 +0.4%
LA
749
Lifeworks Advisors
Michigan
$328K +$328K +12,746 New
AC
750
Apella Capital
Connecticut
$327K +$327K +12,890 New
28 29
30
31 32