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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 %
ST
901
Smithfield Trust
Pennsylvania
$94K – – –
GKIM
902
GW&K Investment Management
Massachusetts
$93K +$568 +22 +0.6%
SIC
903
SJS Investment Consulting
Ohio
$91.4K -$4.12K -160 -4%
HNB
904
Huntington National Bank
Ohio
$89.5K -$36K – –
CTWM
905
Cherry Tree Wealth Management
Minnesota
$88.9K -$14.3K -556 -14%
CTC
906
Central Trust Company
Missouri
$87.6K -$20.4K -794 -19%
RDFA
907
Ritter Daniher Financial Advisory
Ohio
$87.1K +$206 +8 +0.2%
TCOV
908
Trust Company of Vermont
Vermont
$84.4K +$84.4K +3,276 New
GWM
909
Guardian Wealth Management
Illinois
$84.2K +$206 +8 +0.2%
ATC
910
Advantage Trust Company
Kansas
$82.4K – – –
EFP
911
EnRich Financial Partners
Wisconsin
$81.8K – – –
BIM
912
Breakwater Investment Management
Washington
$81.3K +$81.3K +3,158 New
RCM
913
Raleigh Capital Management
North Carolina
$80.8K +$7.31K +284 +10%
AWA
914
Alaska Wealth Advisors
Alaska
$80.8K – – –
FG
915
Fairman Group
Pennsylvania
$76.6K +$155 +6 +0.2%
GWSA
916
Global Wealth Strategies & Associates
Colorado
$76.2K +$28.6K +1,112 +60%
PK
917
Pflug Koory
Nebraska
$75.6K +$75.6K +2,936 New
BC
918
Barrett & Company
Rhode Island
$68.5K – – –
AW
919
Avion Wealth
Texas
$68K – – –
UB
920
UMB Bank
Missouri
$67K -$34.9K -1,356 -34%
PP
921
PDS Planning
Ohio
$65.5K +$30.7K +1,194 +89%
PPA
922
Painted Porch Advisors
California
$64.8K -$927 -36 -1%
TFM
923
TFC Financial Management
Massachusetts
$64.7K +$51 +2 +0.1%
CPA
924
Cardiff Park Advisors
California
$63.3K +$309 +12 +0.5%
ME
925
McIlrath & Eck
Washington
$62.2K +$18.8K +732 +43%
35 36
37
38 39