SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,042 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
851
Beaird Harris Wealth Management
Texas
$187K – – –
OIA
852
Optimum Investment Advisors
Illinois
$178K -$246 -10 -0.1%
MJRIC
853
Mogy Joel R Investment Counsel
California
$176K +$176K +7,156 New
SOS
854
Silver Oak Securities
Tennessee
$173K -$194K -7,870 -53%
PCM
855
Palouse Capital Management
Washington
$170K -$84.9K -3,450 -33%
ECM
856
Elgethun Capital Management
South Dakota
$170K +$4.66K +190 +3%
BL
857
BFSG LLC
California
$167K -$2.76K -112 -2%
AA
858
Ancora Advisors
Ohio
$164K +$55.1K +2,240 +50%
BFPW
859
BOK Financial Private Wealth
Colorado
$164K -$3.94K -160 -2%
PAM
860
Palisade Asset Management
Minnesota
$164K -$543K -22,046 -77%
GIP
861
Granite Investment Partners
California
$160K – – –
LWANC
862
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K – – –
PB
863
Pinnacle Bancorp
Nebraska
$152K -$5.07K -206 -3%
SPIA
864
Steward Partners Investment Advisory
New York
$146K +$87.5K +3,554 +149%
UB
865
UMB Bank
Missouri
$142K +$45.1K +1,830 +46%
FPF
866
First Pacific Financial
Washington
$137K +$4.14K +168 +3%
TAM
867
Tucker Asset Management
Colorado
$123K – – –
KFI
868
Key Financial Inc
Pennsylvania
$122K +$5.42K +220 +5%
HGERS
869
Householder Group Estate & Retirement Specialist
Arizona
$118K +$3.79K +154 +3%
FDCP
870
Foster Dykema Cabot & Partners
Massachusetts
$116K +$115K +4,688 +39,067%
FCT
871
First Community Trust
Iowa
$113K – – –
SMA
872
Sage Mountain Advisors
Georgia
$107K +$105K +4,268 +4,446%
GKWIM
873
Gerber Kawasaki Wealth & Investment Management
California
$106K +$106K +4,318 New
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$106K – – –
HIA
875
Harbor Investment Advisory
Maryland
$102K +$102K +4,160 New
33 34
35
36 37