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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 %
MFG
751
Merit Financial Group
Georgia
$305K -$12.6K -534 -4%
PFA
752
Pure Financial Advisors
California
$305K +$8.46K +358 +3%
Betterment LLC
753
Betterment LLC
New York
$303K -$28.2K -1,194 -9%
SCM
754
Stordahl Capital Management
Colorado
$303K +$303K +12,822 New
SWM
755
Sendero Wealth Management
Texas
$302K – – –
BW
756
Bison Wealth
Georgia
$300K -$20.3K -858 -6%
NA
757
Nottingham Advisors
New York
$299K – – –
Jane Street
758
Jane Street
New York
$296K +$296K +12,542 New
CB
759
Commerce Bank
Missouri
$295K -$82.2K -3,482 -22%
GWA
760
Geometric Wealth Advisors
District of Columbia
$295K +$7.94K +336 +3%
ACMA
761
Arbor Capital Management (Alaska)
Alaska
$293K +$19K +832 +7%
CT
762
Clearstead Trust
Maine
$292K -$9.26K -392 -3%
FA
763
Fagan Associates
New York
$289K -$10.4K -440 -3%
AL
764
Aspiriant LLC
California
$289K +$27.1K +1,146 +10%
SAM
765
Sawgrass Asset Management
Florida
$289K +$31.5K +1,334 +12%
WIA
766
World Investment Advisors
California
$289K -$38K -1,610 -12%
Fisher Asset Management
767
Fisher Asset Management
Washington
$287K -$469K -19,850 -62%
CRC
768
Curi RMB Capital
Illinois
$284K +$40.5K +1,716 +17%
FCA
769
FLC Capital Advisors
California
$281K -$73.6K -3,118 -21%
BC
770
Bowman & Company
Wisconsin
$281K +$1.47K +62 +0.5%
CAS
771
Coppell Advisory Solutions
Texas
$280K +$276K +11,696 +7,595%
CIA
772
Capital Investment Advisors
Georgia
$279K +$6.8K +288 +2%
SHA
773
Seneca House Advisors
Virginia
$278K -$94.8K -4,012 -25%
SSB
774
Sandy Spring Bank
Maryland
$277K -$26.2K -1,110 -9%
GWCM
775
Godshalk Welsh Capital Management
Pennsylvania
$274K – – –
29 30
31
32 33