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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 %
CAM
926
Costello Asset Management
Pennsylvania
$61.9K +$51 +2 +0.1%
LC
927
Lindbrook Capital
California
$58.5K – – –
WIM
928
Westside Investment Management
California
$57.9K +$37.7K +1,464 +187%
AssetMark Inc
929
AssetMark Inc
California
$57.6K +$3.19K +124 +6%
EWA
930
EverSource Wealth Advisors
Alabama
$57.3K – – –
NPP
931
New Potomac Partners
Maryland
$56.4K +$56.4K +2,190 New
EA
932
Evolution Advisers
Virginia
$55K -$2.4K -94 -4%
BCM
933
Blume Capital Management
California
$52.3K – – –
MA
934
Montag & Associates
Georgia
$51.5K – – –
GT
935
Glenmede Trust
Pennsylvania
$50.9K – – –
ICM
936
Islay Capital Management
Texas
$50.5K – – –
CP
937
Castleview Partners
Texas
$50.1K +$17.6K +682 +54%
SIM
938
Studio Investment Management
Illinois
$50.1K – – –
SWM
939
Sugarloaf Wealth Management
Georgia
$47.8K – – –
VCM
940
Versant Capital Management
Arizona
$47.2K +$7.31K +284 +18%
ACA
941
Atlas Capital Advisors
Wyoming
$46.4K +$566 +22 +1%
OA
942
Operose Advisors
Wisconsin
$46.3K +$18.3K +710 +65%
RF
943
Robbins Farley
New Hampshire
$46K -$2.32K -90 -5%
GM
944
GeoWealth Management
Illinois
$45.7K +$45.7K +1,774 New
M
945
MOTCO
Texas
$45.4K – – –
RP
946
Rice Partnership
Hawaii
$43.3K +$38.4K +1,490 +776%
IAIM
947
International Assets Investment Management
Florida
$43K +$42.9K +5,305,712 +489,457%
SIS
948
Sound Income Strategies
Florida
$42.4K +$36.4K +1,414 +604%
CIM
949
Contravisory Investment Management
Massachusetts
$42K +$1.08K +42 +3%
FHA
950
First Horizon Advisors
Tennessee
$41.3K – – –
36 37
38
39 40