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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
751
Callan Family Office
Pennsylvania
$376K +$376K +14,548 New
PFA
752
Pure Financial Advisors
California
$375K -$233 -9 -0.1%
MCP
753
Mirador Capital Partners
California
$375K -$39.2K -1,516 -9%
SIMG
754
Sonora Investment Management Group
Arizona
$372K +$14.8K +574 +4%
CW
755
CreativeOne Wealth
Kansas
$371K +$13K +504 +4%
CAL
756
Capital Advisors Ltd
Ohio
$371K +$34.3K +1,325 +10%
SSA
757
Sierra Summit Advisors
Nevada
$369K +$12K +465 +3%
GCA
758
Genesee Capital Advisors
New York
$368K +$368K +14,222 New
CIA
759
Compass Investment Advisers
Oregon
$363K +$363K +14,038 New
OAM
760
Oppenheimer Asset Management
New York
$363K +$1.16K +45 +0.3%
SMA
761
Seven Mile Advisory
New Jersey
$362K – – –
SWM
762
Spire Wealth Management
Virginia
$362K +$7.68K +297 +2%
PPWM
763
Perissos Private Wealth Management
Oklahoma
$361K +$26.8K +1,037 +8%
KFS
764
Kaizen Financial Strategies
California
$361K +$10.3K +398 +3%
AP
765
Adero Partners
California
$355K – – –
BCM
766
Brookstone Capital Management
Illinois
$355K -$30.3K -1,171 -8%
DIA
767
Dana Investment Advisors
Wisconsin
$355K +$18.3K +709 +5%
FF
768
Farnam Financial
Arizona
$353K +$128K +4,965 +57%
PFT
769
Providence First Trust
Arizona
$353K -$120K -4,626 -25%
PMSA
770
Patrick M. Sweeney & Associates
Illinois
$353K +$25.9K +1,003 +8%
AV
771
Aspiring Ventures
Ohio
$353K +$353K +13,291 New
CI
772
Cordant Inc
Oregon
$352K -$2.9K -112 -0.8%
HCP
773
Hardin Capital Partners
South Carolina
$351K -$9.78K -378 -3%
TWA
774
TCI Wealth Advisors
Arizona
$350K +$2.04K +79 +0.6%
PVI
775
Pine Valley Investments
New Jersey
$350K +$28.9K +1,119 +9%
29 30
31
32 33