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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 %
PCM
876
Palouse Capital Management
Washington
$181K -$876 -34 -0.5%
CAS
877
Coppell Advisory Solutions
Texas
$180K -$11.2K -436 -6%
BFPW
878
BOK Financial Private Wealth
Colorado
$166K -$5.41K -210 -3%
BL
879
BFSG LLC
California
$165K -$6.18K -240 -4%
PB
880
Pinnacle Bancorp
Nebraska
$159K – – –
LWANC
881
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
AWM
882
Aspire Wealth Management
Massachusetts
$157K +$1.03K +40 +0.7%
MSS
883
Mitchell Sinkler & Starr
Pennsylvania
$155K +$77.3K +3,000 +100%
FPF
884
First Pacific Financial
Washington
$141K +$978 +38 +0.7%
TAM
885
Tucker Asset Management
Colorado
$138K +$4.12K +160 +3%
WSFS
886
Wilmington Savings Fund Society
Delaware
$129K +$129K +5,000 New
KFI
887
Key Financial Inc
Pennsylvania
$128K – – –
BTI
888
Blue Trust Inc
Georgia
$127K +$31.7K +1,334 +33%
HGERS
889
Householder Group Estate & Retirement Specialist
Arizona
$123K – – –
PMFA
890
Plante Moran Financial Advisors
Michigan
$122K – – –
FMII
891
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
AA
892
Ancora Advisors
Ohio
$115K – – –
SMA
893
Sage Mountain Advisors
Georgia
$113K +$618 +24 +0.5%
TIM
894
Thompson Investment Management
Wisconsin
$108K – – –
HIA
895
Harbor Investment Advisory
Maryland
$107K – – –
CIAS
896
Capital Investment Advisory Services
North Carolina
$107K – – –
S
897
Syntrinsic
Colorado
$103K – – –
FCT
898
First Community Trust
Iowa
$103K – – –
PCMC
899
Planning Capital Management Corporation
Pennsylvania
$102K +$3.76K +146 +4%
CA
900
Claris Advisors
Missouri
$101K +$101K +3,928 New
34 35
36
37 38