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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 %
SCM
751
Stordahl Capital Management
Colorado
$326K +$152 +6 +0%
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$326K +$70.8K +2,750 +28%
FA
753
Fagan Associates
New York
$324K +$8.29K +322 +3%
CIA
754
Cascade Investment Advisors
Oregon
$323K -$10.3K -400 -3%
SSB
755
Sandy Spring Bank
Maryland
$322K +$8.19K +318 +3%
FM
756
Foster & Motley
Ohio
$321K +$22.8K +886 +8%
PVI
757
Pine Valley Investments
New Jersey
$319K +$21.9K +850 +7%
CT
758
Clearstead Trust
Maine
$319K – – –
HWA
759
HCR Wealth Advisors
California
$319K +$65.3K +2,536 +26%
MCM
760
Mainstay Capital Management
Michigan
$318K -$463K -17,966 -59%
BAAM
761
Baker Avenue Asset Management
California
$317K +$29.6K +1,150 +10%
GWM
762
GSB Wealth Management
Connecticut
$316K -$30.2K -1,172 -9%
GIA
763
Gladstone Institutional Advisory
Florida
$314K -$73K -2,834 -19%
S
764
Sachetta
Massachusetts
$313K -$1.85K -72 -0.6%
PFGIA
765
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$2.73K -106 -0.9%
BC
766
Bowman & Company
Wisconsin
$309K +$2.06K +80 +0.7%
NA
767
Nottingham Advisors
New York
$309K – – –
TWM
768
Triton Wealth Management
Arizona
$309K -$180K -7,078 -37%
SWM
769
Selective Wealth Management
Virginia
$306K -$19.7K -776 -6%
RWM
770
RBA Wealth Management
California
$302K -$927 -36 -0.3%
RCM
771
Radnor Capital Management
Pennsylvania
$302K +$302K +11,712 New
RCM
772
Richardson Capital Management
Wisconsin
$300K +$2.06K +80 +0.7%
ES
773
ETF Store
Kansas
$300K -$42K -1,632 -12%
GWCM
774
Godshalk Welsh Capital Management
Pennsylvania
$299K – – –
WFP
775
Wrenne Financial Planning
Kentucky
$298K +$75.4K +2,928 +34%
29 30
31
32 33