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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 %
B
801
Birchbrook
Maine
$248K +$248K +10,520 New
PVI
802
Pine Valley Investments
New Jersey
$248K +$248K +10,514 New
GS
803
GTS Securities
New York
$247K +$247K +10,476 New
PAMG
804
Patton Albertson Miller Group
Tennessee
$247K – – –
SQA
805
Simon Quick Advisors
New Jersey
$247K -$140K -5,912 -36%
HWM
806
Heirloom Wealth Management
Colorado
$247K -$50.1K -2,122 -17%
FNBT
807
FineMark National Bank & Trust
Florida
$246K -$2.83K -120 -1%
PCM
808
Palouse Capital Management
Washington
$245K -$4.2K -178 -2%
WCF
809
West Coast Financial
California
$243K – – –
QCM
810
QRG Capital Management
Illinois
$243K +$243K +10,288 New
PFP
811
Pinnacle Financial Partners
Tennessee
$239K +$1.28K +54 +0.5%
NC
812
Napatree Capital
Rhode Island
$239K +$239K +10,130 New
KCM
813
Kathmere Capital Management
Pennsylvania
$239K +$1.7K +72 +0.7%
MA
814
MCF Advisors
Kentucky
$235K -$17.4K -736 -7%
CAG
815
Crestwood Advisors Group
Massachusetts
$234K +$1.7K +72 +0.7%
HWA
816
HCR Wealth Advisors
California
$234K +$234K +9,890 New
GIA
817
Gladstone Institutional Advisory
Florida
$232K -$82.6K -3,496 -26%
AC
818
Apella Capital
Connecticut
$232K +$232K +10,158 New
AP
819
Adero Partners
California
$231K -$1.28K -54 -0.5%
GB
820
Goepper Burkhardt
South Carolina
$231K -$421 -18 -0.2%
MA
821
Modus Advisors
Minnesota
$231K -$169K -7,138 -42%
CW
822
CreativeOne Wealth
Kansas
$226K -$2.78K -118 -1%
SFG
823
StrategIQ Financial Group
Indiana
$224K +$224K +9,492 New
CSI
824
Cross Staff Investments
New York
$223K -$50.6K -2,140 -18%
GWM
825
Geneos Wealth Management
Colorado
$223K +$10.5K +444 +5%
31 32
33
34 35