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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 %
AWA
901
Alaska Wealth Advisors
Alaska
$74.1K – – –
Citigroup
902
Citigroup
New York
$70.4K -$37.7K -1,598 -35%
FG
903
Fairman Group
Pennsylvania
$70.1K +$70.1K +2,968 New
SL
904
Salomon & Ludwin
Virginia
$69.3K – – –
LFA
905
Level Financial Advisors
New York
$67.4K -$17.9K -760 -21%
RCM
906
Raleigh Capital Management
North Carolina
$66.4K -$425 -18 -0.6%
BC
907
Barrett & Company
Rhode Island
$62.9K – – –
CP
908
Castleview Partners
Texas
$62.1K +$45K +1,906 +264%
SAM
909
Smartleaf Asset Management
Massachusetts
$60.2K +$60.2K +2,514 New
CPA
910
Cardiff Park Advisors
California
$57.7K +$189 +8 +0.3%
SPIA
911
Steward Partners Investment Advisory
New York
$56.5K +$1.7K +72 +3%
PMFA
912
Plante Moran Financial Advisors
Michigan
$55.4K -$18K -762 -25%
LC
913
Lindbrook Capital
California
$55K – – –
CAM
914
Costello Asset Management
Pennsylvania
$53.5K -$20.4K -864 -28%
M
915
MOTCO
Texas
$52.2K – – –
GBT
916
Grove Bank & Trust
Florida
$49.1K – – –
BCM
917
Blume Capital Management
California
$48K – – –
GT
918
Glenmede Trust
Pennsylvania
$46.7K -$9.26K -392 -17%
ICM
919
Islay Capital Management
Texas
$46.3K – – –
IPW
920
Impact Partnership Wealth
Georgia
$45.5K -$1.18K -50 -3%
GCM
921
Gables Capital Management
Florida
$44.9K – – –
MRCM
922
M&R Capital Management
New Jersey
$44.1K +$94 +4 +0.2%
SWM
923
Sugarloaf Wealth Management
Georgia
$43.8K – – –
GWSA
924
Global Wealth Strategies & Associates
Colorado
$43.7K -$992 -42 -2%
RFA
925
Resurgent Financial Advisors
Georgia
$42.3K -$25.9K -1,098 -38%
35 36
37
38 39