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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 %
CC
901
Cultivar Capital
Texas
$56.9K +$56.9K +2,400 New
LC
902
Lindbrook Capital
California
$53.9K – – –
EA
903
Evolution Advisers
Virginia
$53K -$38.2K -1,622 -42%
Qube Research & Technologies (QRT)
904
Qube Research & Technologies (QRT)
United Kingdom
$51.8K -$173K -7,308 -77%
AssetMark Inc
905
AssetMark Inc
California
$50.1K +$50.1K +2,112 New
GBT
906
Grove Bank & Trust
Florida
$49.3K – – –
BCM
907
Blume Capital Management
California
$48.2K – – –
MA
908
Montag & Associates
Georgia
$47.6K – – –
GT
909
Glenmede Trust
Pennsylvania
$46.9K – – –
ICM
910
Islay Capital Management
Texas
$46.5K – – –
SIM
911
Studio Investment Management
Illinois
$46.5K +$45.3K +1,898 +3,954%
RF
912
Robbins Farley
New Hampshire
$44.5K -$807 -34 -2%
SWM
913
Sugarloaf Wealth Management
Georgia
$44K – – –
GWSA
914
Global Wealth Strategies & Associates
Colorado
$43.8K – – –
ACA
915
Atlas Capital Advisors
Wyoming
$42.2K -$1.04K -44 -2%
M
916
MOTCO
Texas
$41.9K – – –
ME
917
McIlrath & Eck
Washington
$40K – – –
FGAM
918
Financial Gravity Asset Management
Texas
$39.8K – – –
FHA
919
First Horizon Advisors
Tennessee
$38K – – –
CIAS
920
CBIZ Investment Advisory Services
Ohio
$37.8K +$37.8K +1,588 New
CIM
921
Contravisory Investment Management
Massachusetts
$37.7K +$7.4K +312 +24%
PO
922
Private Ocean
California
$37K +$25.2K +1,060 +212%
WWP
923
WR Wealth Planners
Missouri
$36.8K -$17.1K -722 -32%
VCM
924
Versant Capital Management
Arizona
$36.7K -$15.4K -648 -30%
TWP
925
Triad Wealth Partners
Kansas
$36.4K +$36.4K +1,536 New
35 36
37
38 39