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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 %
PFS
801
Prospera Financial Services
Texas
$265K +$265K +10,300 New
KCM
802
Kathmere Capital Management
Pennsylvania
$263K +$258 +10 +0.1%
PFP
803
Pinnacle Financial Partners
Tennessee
$263K +$1.75K +68 +0.7%
NC
804
Napatree Capital
Rhode Island
$259K – – –
CAG
805
Crestwood Advisors Group
Massachusetts
$259K +$1.24K +48 +0.5%
SCM
806
SOL Capital Management
Maryland
$257K -$17.1K -662 -6%
MA
807
MCF Advisors
Kentucky
$257K -$8.14K -316 -3%
CAI
808
Capital Advisors Inc
Oklahoma
$255K -$6.13K -238 -2%
MAG
809
Mayfair Advisory Group
Alabama
$255K +$17.3K +678 +7%
SFO
810
Stokes Family Office
Louisiana
$254K +$254K +9,880 New
DBRC
811
D.B. Root & Company
Pennsylvania
$253K -$4.17K -162 -2%
CSI
812
Cross Staff Investments
New York
$251K +$51 +2 +0%
GB
813
Goepper Burkhardt
South Carolina
$249K -$5.15K -200 -2%
PCMC
814
Paragon Capital Management (Colorado)
Colorado
$248K – – –
SW
815
Simplicity Wealth
New Jersey
$247K -$7.61M -295,442 -97%
DADC
816
D.A. Davidson & Co
Montana
$246K +$246K +9,570 New
FMN
817
Financial Management Network
California
$244K +$767 +30 +0.3%
WI
818
Wedgewood Investors
Pennsylvania
$241K – – –
HWM
819
Heirloom Wealth Management
Colorado
$239K – – –
BIG
820
Builder Investment Group
Georgia
$238K – – –
CIA
821
Capital Investment Advisors
Georgia
$238K -$2.83K -110 -1%
PTCG
822
Pring Turner Capital Group
California
$237K – – –
RIS
823
Retirement Income Solutions
Michigan
$237K – – –
JPWM
824
Jamison Private Wealth Management
Georgia
$235K +$515 +20 +0.2%
AWA
825
ARQ Wealth Advisors
Arizona
$233K +$233K +9,126 New
31 32
33
34 35