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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 %
ME
926
McIlrath & Eck
Washington
$39.7K – – –
PP
927
PDS Planning
Ohio
$39.6K -$22.5K -952 -36%
HNB
928
Huntington National Bank
Ohio
$38.5K -$54.4K – –
FWM
929
FSA Wealth Management
Massachusetts
$38K +$38K +1,628 New
FHA
930
First Horizon Advisors
Tennessee
$37.8K +$21.1K +894 +126%
ITIM
931
Indiana Trust & Investment Management
Indiana
$36.7K – – –
RG
932
Retirement Group
California
$36.2K – – –
ACA
933
Atlas Capital Advisors
Wyoming
$35.7K -$661 -28 -2%
PCA
934
Providence Capital Advisors
North Carolina
$34.5K +$30.7K +1,300 +813%
NFSG
935
Newbridge Financial Services Group
Florida
$32.7K – – –
TRCT
936
Tower Research Capital (TRC)
New York
$30.3K -$29.2K -1,236 -49%
AEPWM
937
Atlantic Edge Private Wealth Management
Florida
$29K +$29K +1,228 New
TVAMP
938
Tennessee Valley Asset Management Partners
Tennessee
$28.2K +$28.2K +1,194 New
CSWM
939
Cassady Schiller Wealth Management
Ohio
$27.9K -$756 -32 -3%
FA
940
Faithward Advisors
Pennsylvania
$27.4K -$47K -2,078 -63%
POIA
941
Pin Oak Investment Advisors
Texas
$26K – – –
HFS
942
Hantz Financial Services
Michigan
$26K +$11.1K +472 +75%
MWM
943
Mascoma Wealth Management
New Hampshire
$25.6K – – –
VWM
944
Venturi Wealth Management
Texas
$25.4K – – –
FCA
945
FinTrust Capital Advisors
South Carolina
$25.2K +$95 +4 +0.4%
HPIA
946
Hamilton Point Investment Advisors
North Carolina
$25.1K +$25.1K +1,064 New
UIA
947
Ulland Investment Advisors
Minnesota
$25K -$3.36K -142 -12%
Barclays
948
Barclays
United Kingdom
$25K – – –
CIM
949
Contravisory Investment Management
Massachusetts
$24.4K – – –
PPC
950
Park Place Capital
Alabama
$23.7K +$18.7K +790 +373%
36 37
38
39 40