SCHA icon

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
$87.4M
2
Morgan Stanley
Morgan Stanley
New York
$116M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$579M
4
CSIA
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$940K
2
FA
Financial Advisors
Massachusetts
$1.54M
3
UCFA
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
Ameriprise
Minnesota
$28.5M
5
BWL
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
826
Horst & Graben Wealth Management
Oregon
$223K -$139K -5,872 -38%
WI
827
Wedgewood Investors
Pennsylvania
$221K +$221K +9,344 New
SCM
828
Sebold Capital Management
Illinois
$219K -$11.1K -468 -5%
FG
829
Fiduciary Group
Georgia
$218K -$10.8K -456 -5%
BIG
830
Builder Investment Group
Georgia
$218K +$218K +9,242 New
CWM
831
Connecticut Wealth Management
Connecticut
$218K +$218K +9,232 New
PTCG
832
Pring Turner Capital Group
California
$217K +$217K +9,200 New
RIS
833
Retirement Income Solutions
Michigan
$217K +$217K +9,196 New
BWA
834
Bordeaux Wealth Advisors
California
$217K +$217K +9,186 New
CWA
835
Continuum Wealth Advisors
New York
$217K +$217K +9,176 New
FMN
836
Financial Management Network
California
$216K +$216K +9,462 New
NSIM
837
North Star Investment Management
Illinois
$215K +$57.2K +2,420 +36%
G
838
Gainplan
Michigan
$214K -$19.8K -840 -9%
CAAS
839
Capital Asset Advisory Services
Michigan
$212K -$61.8K -2,618 -23%
AWM
840
Axxcess Wealth Management
California
$212K -$52.5K -2,224 -20%
FA
841
Fiduciary Alliance
South Carolina
$212K +$212K +8,962 New
PFM
842
Peak Financial Management
Massachusetts
$211K -$54.6K -2,312 -21%
RCM
843
Richardson Capital Management
Wisconsin
$210K +$210K +8,888 New
HPA
844
High Probability Advisors
New York
$209K +$209K +8,840 New
APW
845
Austin Private Wealth
Texas
$208K -$24.6K -1,042 -11%
MFA
846
Mayflower Financial Advisors
Massachusetts
$208K +$208K +8,808 New
JLBC
847
J.L. Bainbridge & Co
Florida
$208K +$208K +8,808 New
HWM
848
Horizons Wealth Management
North Carolina
$208K – – –
MAG
849
Mayfair Advisory Group
Alabama
$207K -$26.2K -1,116 -11%
CPRC
850
Consolidated Portfolio Review Corp
New York
$205K +$205K +8,670 New
32 33
34
35 36