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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
$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 %
APA
851
Astoria Portfolio Advisors
New York
$204K +$204K +8,960 New
OWP
852
Obermeyer Wealth Partners
Colorado
$204K +$204K +8,630 New
CCM
853
Carmel Capital Management
California
$203K +$203K +8,600 New
AWM
854
Accurate Wealth Management
Florida
$203K +$203K +8,872 New
VHAM
855
Van Hulzen Asset Management
California
$203K +$203K +8,608 New
AA
856
Apriem Advisors
California
$202K +$202K +8,560 New
AF
857
Apollon Financial
South Carolina
$202K +$202K +8,544 New
FFA
858
First Foundation Advisors
California
$202K +$202K +8,542 New
PMSA
859
Patrick M. Sweeney & Associates
Illinois
$200K +$200K +8,474 New
BTI
860
Blue Trust Inc
Georgia
$193K +$97.7K +4,722 +102%
KA
861
Kozak & Associates
Colorado
$191K – – –
Qube Research & Technologies (QRT)
862
Qube Research & Technologies (QRT)
United Kingdom
$186K -$185K -7,838 -50%
BHWM
863
Beaird Harris Wealth Management
Texas
$180K – – –
KSWA
864
Kathleen S. Wright Associates
Pennsylvania
$175K +$14.8K +628 +9%
HCP
865
Hexagon Capital Partners
Arkansas
$173K +$24.4K +1,034 +16%
OIA
866
Optimum Investment Advisors
Illinois
$171K +$7.89K +334 +5%
CFGS
867
Concourse Financial Group Securities
Alabama
$165K +$34.2K +1,446 +26%
NSG
868
Nalls Sherbakoff Group
Tennessee
$165K -$7.98K -338 -5%
BL
869
BFSG LLC
California
$162K +$162K +6,878 New
BFPW
870
BOK Financial Private Wealth
Colorado
$161K -$331 -14 -0.2%
ECM
871
Elgethun Capital Management
South Dakota
$159K +$5.72K +242 +4%
GIP
872
Granite Investment Partners
California
$154K -$1.42K -60 -0.9%
PB
873
Pinnacle Bancorp
Nebraska
$151K +$70.4K +2,980 +87%
LWANC
874
Laurel Wealth Advisors (North Carolina)
North Carolina
$150K – – –
RF
875
Robbins Farley
New Hampshire
$132K +$3.59K +152 +3%
33 34
35
36 37