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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 %
G
851
Gainplan
Michigan
$215K – – –
BCM
852
Becker Capital Management
Oregon
$214K +$214K +8,326 New
SQA
853
Simon Quick Advisors
New Jersey
$213K +$213K +8,268 New
VCA
854
Verdence Capital Advisors
Maryland
$213K +$213K +8,254 New
LI
855
Lafayette Investments
Maryland
$211K +$211K +8,208 New
CCM
856
Carmel Capital Management
California
$211K +$211K +8,188 New
SCM
857
Sebold Capital Management
Illinois
$210K -$7.26K -282 -3%
CIC
858
Carnegie Investment Counsel
Ohio
$210K -$10K -390 -5%
BFO
859
Biltmore Family Office
North Carolina
$210K +$210K +8,148 New
MFG
860
Merit Financial Group
Georgia
$209K -$35.1K -1,364 -14%
SPIA
861
Steward Partners Investment Advisory
New York
$209K +$32.2K +1,252 +18%
AWM
862
Accurate Wealth Management
Florida
$208K +$94.4K +7,258 +83%
Brown Advisory
863
Brown Advisory
Maryland
$208K +$208K +8,068 New
KeyBank National Association
864
KeyBank National Association
Ohio
$206K -$20K -776 -9%
BAM
865
Bosun Asset Management
Illinois
$206K +$206K +8,000 New
CWM
866
Connecticut Wealth Management
Connecticut
$206K +$206K +7,988 New
BFM
867
Broadview Financial Management
Wisconsin
$203K +$203K +7,890 New
SFS
868
Strategic Financial Services
New York
$202K +$202K +7,864 New
D
869
Diversified
Delaware
$202K -$23.8K -926 -11%
DE
870
Diversified Enterprises
Delaware
$202K +$202K +7,856 New
IAA
871
Independent Advisor Alliance
North Carolina
$202K -$159K -6,160 -44%
BHWM
872
Beaird Harris Wealth Management
Texas
$196K – – –
OIA
873
Optimum Investment Advisors
Illinois
$192K +$2.94K +114 +2%
ECM
874
Elgethun Capital Management
South Dakota
$185K +$566 +22 +0.3%
GIP
875
Granite Investment Partners
California
$183K +$2.78K +108 +2%
33 34
35
36 37