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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
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 %
ECG
776
Edge Capital Group
Georgia
$272K -$49.8K -2,110 -15%
Vanguard Group
777
Vanguard Group
Pennsylvania
$271K +$271K +11,488 New
SFC
778
SYM Financial Corp
Indiana
$271K -$44.7K -1,894 -14%
CP
779
Camelot Portfolios
Ohio
$270K +$270K +11,450 New
LNC
780
Lincoln National Corp
Pennsylvania
$268K -$3.45K -146 -1%
HWA
781
Heartwood Wealth Advisors
Virginia
$265K -$1.23K -52 -0.5%
FCC
782
Flower City Capital
New York
$265K -$10.6K -448 -4%
KWS
783
Keystone Wealth Services
California
$265K +$94 +4 +0%
PTB
784
Pioneer Trust Bank
Oregon
$265K – – –
BAAM
785
Baker Avenue Asset Management
California
$264K -$15.5K -656 -6%
FM
786
Foster & Motley
Ohio
$264K +$264K +11,188 New
CWM
787
Castle Wealth Management
Florida
$263K – – –
AFA
788
Alpha Financial Advisors
North Carolina
$263K -$1.09K -46 -0.4%
FC
789
Fusion Capital
South Carolina
$260K -$2.88K -122 -1%
AFS
790
Annapolis Financial Services
Maryland
$260K – – –
DBRC
791
D.B. Root & Company
Pennsylvania
$260K -$16.3K -690 -6%
BAM
792
BOS Asset Management
Illinois
$259K +$259K +10,976 New
PWS
793
Paragon Wealth Strategies
Florida
$258K +$18.1K +768 +8%
IC
794
IEQ Capital
California
$258K -$898 -38 -0.3%
VF
795
Vawter Financial
Ohio
$258K +$258K +10,912 New
SIMG
796
Sonora Investment Management Group
Arizona
$257K +$257K +10,884 New
RWM
797
RBA Wealth Management
California
$255K +$6.28K +266 +3%
MPM
798
Meritage Portfolio Management
Kansas
$254K -$301K -12,736 -54%
LF
799
LifeSteps Financial
California
$252K -$4.87K -206 -2%
IAA
800
Independent Advisor Alliance
North Carolina
$249K -$53.7K -2,272 -18%
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