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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 %
FPF
876
First Pacific Financial
Washington
$128K +$661 +28 +0.5%
PCMC
877
Planning Capital Management Corporation
Pennsylvania
$124K +$124K +5,258 New
CIAS
878
Capital Investment Advisory Services
North Carolina
$119K -$15.1K -640 -11%
TAM
879
Tucker Asset Management
Colorado
$118K -$11.3K -478 -9%
Fifth Third Bancorp
880
Fifth Third Bancorp
Ohio
$117K +$53K +2,244 +83%
KFI
881
Key Financial Inc
Pennsylvania
$112K – – –
HGERS
882
Householder Group Estate & Retirement Specialist
Arizona
$109K -$469 -20 -0.4%
FCT
883
First Community Trust
Iowa
$109K – – –
AA
884
Ancora Advisors
Ohio
$105K +$1.32K +56 +1%
FMII
885
Farmers & Merchants Investments Inc
Nebraska
$101K -$38.5K -1,632 -28%
SIC
886
SJS Investment Consulting
Ohio
$100K – – –
FAM
887
Family Asset Management
South Carolina
$98.8K +$283 +12 +0.3%
JPWM
888
Jamison Private Wealth Management
Georgia
$97.1K +$3.83K +162 +4%
CTWM
889
Cherry Tree Wealth Management
Minnesota
$94.7K – – –
S
890
Syntrinsic
Colorado
$94.5K – – –
UB
891
UMB Bank
Missouri
$93.4K – – –
GWM
892
Guardian Wealth Management
Illinois
$92.1K -$16.8K -710 -15%
RDFA
893
Ritter Daniher Financial Advisory
Ohio
$92K +$142 +6 +0.2%
EA
894
Evolution Advisers
Virginia
$91K – – –
CTC
895
Central Trust Company
Missouri
$89.8K -$18.9K -800 -17%
CG
896
Cutler Group
California
$89K +$84.3K +3,600 +1,800%
ST
897
Smithfield Trust
Pennsylvania
$86K +$67.6K +2,866 +367%
TSW
898
Thompson Siegel & Walmsley
Virginia
$80K – – –
PK
899
Pflug Koory
Nebraska
$77K -$18K -764 -19%
ATC
900
Advantage Trust Company
Kansas
$75.6K +$75.6K +3,200 New
34 35
36
37 38