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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 %
MWM
826
MBE Wealth Management
Wisconsin
$233K +$233K +9,048 New
APA
827
Astoria Portfolio Advisors
New York
$232K +$116K +9,004 +100%
PG
828
Proffitt & Goodson
Tennessee
$231K -$74.9K -2,910 -24%
OWP
829
Obermeyer Wealth Partners
Colorado
$231K +$8.34K +324 +4%
MA
830
Modus Advisors
Minnesota
$230K -$21.1K -818 -8%
BWA
831
Bordeaux Wealth Advisors
California
$230K -$16K -622 -7%
PIM
832
Penobscot Investment Management
Massachusetts
$228K – – –
HPA
833
High Probability Advisors
New York
$228K – – –
CA
834
Continuum Advisory
Idaho
$226K +$85.3K +6,314 +60%
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$226K +$11.7K +456 +5%
PFM
836
Peak Financial Management
Massachusetts
$225K +$2.58K +100 +1%
CM
837
Columbus Macro
Pennsylvania
$225K +$401 +16 +0.2%
FF
838
Farnam Financial
Arizona
$224K +$224K +8,704 New
CWA
839
Continuum Wealth Advisors
New York
$224K – – –
AA
840
Apriem Advisors
California
$224K +$1.03K +40 +0.5%
DP
841
Dearborn Partners
Illinois
$221K +$221K +8,568 New
KA
842
Kozak & Associates
Colorado
$220K +$108K +8,210 +97%
WF
843
Williams Financial
Vermont
$220K -$2.68K -104 -1%
FC
844
Fusion Capital
South Carolina
$220K -$3.35K -130 -2%
LFP
845
Leeward Financial Partners
Washington
$219K – – –
MFA
846
Mayflower Financial Advisors
Massachusetts
$218K – – –
OMC
847
Old Mission Capital
Illinois
$217K +$217K +8,438 New
NSIM
848
North Star Investment Management
Illinois
$216K +$258 +10 +0.1%
Pathstone Holdings
849
Pathstone Holdings
New Jersey
$215K +$215K +8,358 New
HWM
850
Horizons Wealth Management
North Carolina
$215K – – –
32 33
34
35 36