SCHA icon

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 %
SHJ
776
Sharkey, Howes & Javer
Colorado
$348K -$61.5K -2,377 -15%
FRA
777
Front Row Advisors
California
$347K -$6.21K -240 -2%
SCM
778
Stordahl Capital Management
Colorado
$346K +$14K +540 +4%
PWA
779
Physician Wealth Advisors
Utah
$345K -$343K -13,277 -50%
GCM
780
Glaxis Capital Management
Florida
$343K +$2.59K +100 +0.8%
LWM
781
Laidlaw Wealth Management
New York
$343K +$207 +8 +0.1%
AW
782
Alteri Wealth
California
$343K +$343K +13,256 New
SWA
783
SFMG Wealth Advisors
Texas
$340K +$2.07K +80 +0.6%
SA
784
Skyline Advisors
Washington
$337K -$60.6K -2,342 -15%
SBIA
785
Sheaff Brock Investment Advisors
Indiana
$337K -$357K -13,800 -51%
LWM
786
Lionshead Wealth Management
New York
$336K +$336K +12,976 New
HFP
787
Holistic Financial Partners
Indiana
$334K +$233 +9 +0.1%
TWM
788
Triton Wealth Management
Arizona
$334K -$110 -4 -0%
AC
789
Apella Capital
Connecticut
$334K +$233 +9 +0.1%
SWM
790
Sendero Wealth Management
Texas
$331K – – –
RIA
791
Regal Investment Advisors
Michigan
$331K -$733K -28,353 -69%
SAG
792
SageView Advisory Group
California
$331K +$331K +12,785 New
BWM
793
BankPlus Wealth Management
Mississippi
$329K +$329K +12,706 New
FMWA
794
Forvis Mazars Wealth Advisors
Missouri
$328K -$163K -6,295 -33%
VHAM
795
Van Hulzen Asset Management
California
$328K +$35.4K +1,370 +12%
CWP
796
Core Wealth Partners
California
$327K +$57.3K +2,214 +21%
SG
797
Somerset Group
Minnesota
$326K -$11.7K -454 -3%
BW
798
Bison Wealth
Georgia
$325K -$4.45K -172 -1%
FA
799
Fagan Associates
New York
$325K – – –
FLPIM
800
F.L. Putnam Investment Management
Massachusetts
$323K -$21.4K -828 -6%
30 31
32
33 34