SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$4.13B
2
Bank of America
Bank of America
North Carolina
$1.05B
3
TCM
Tradewinds Capital Management
Washington
$29.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$126M
2
PCIA
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
Janiczek Wealth Management
Colorado
$1.83M
4
CA
CoreCap Advisors
Michigan
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWG
876
Cardinal Strategic Wealth Guidance
Kentucky
$95.4K +$95.4K +4,020 New
CTWM
877
Cherry Tree Wealth Management
Minnesota
$95.1K – – –
FCT
878
First Community Trust
Iowa
$94.9K -$14.2K -600 -13%
S
879
Syntrinsic
Colorado
$94.9K – – –
UB
880
UMB Bank
Missouri
$93.9K -$43.4K -1,830 -32%
RIA
881
Realta Investment Advisors
Delaware
$92.9K +$19.1K +804 +26%
PCMC
882
Planning Capital Management Corporation
Pennsylvania
$90.7K +$1.9K +80 +2%
SIC
883
SJS Investment Consulting
Ohio
$88K +$1.9K +80 +2%
ST
884
Smithfield Trust
Pennsylvania
$86K – – –
GKIM
885
GW&K Investment Management
Massachusetts
$85K -$95 -4 -0.1%
RDFA
886
Ritter Daniher Financial Advisory
Ohio
$80K +$95 +4 +0.1%
GWM
887
Guardian Wealth Management
Illinois
$77.4K -$7.88K -332 -9%
ATC
888
Advantage Trust Company
Kansas
$75.9K – – –
EFP
889
EnRich Financial Partners
Wisconsin
$75.4K +$3.13K +132 +4%
MSS
890
Mitchell Sinkler & Starr
Pennsylvania
$75.2K +$60.1K +2,400 +400%
AWA
891
Alaska Wealth Advisors
Alaska
$74.4K – – –
FG
892
Fairman Group
Pennsylvania
$70.7K – – –
RCM
893
Raleigh Capital Management
North Carolina
$67.7K – – –
BC
894
Barrett & Company
Rhode Island
$63.2K – – –
AW
895
Avion Wealth
Texas
$62K +$55.1K +2,360 +803%
PPA
896
Painted Porch Advisors
California
$60.5K +$60.5K +2,552 New
TFM
897
TFC Financial Management
Massachusetts
$59.6K – – –
CPA
898
Cardiff Park Advisors
California
$58.1K – – –
EWA
899
EverSource Wealth Advisors
Alabama
$57.2K +$45K +1,748 +367%
CAM
900
Costello Asset Management
Pennsylvania
$57K -$1.42K -60 -2%
34 35
36
37 38