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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 hedge funds and large institutions have $11B invested in Schwab U.S Small- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 413 increasing their positions, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
926
Total Investment Management
Arizona
$211K +$211K +8,147 New
Bessemer Group
927
Bessemer Group
New Jersey
$208K +$208K +8,040 New
VCA
928
Verdence Capital Advisors
Maryland
$208K -$5.64K -218 -3%
BAM
929
Bosun Asset Management
Illinois
$207K – – –
Brown Advisory
930
Brown Advisory
Maryland
$206K -$2.33K -90 -1%
GB
931
Goepper Burkhardt
South Carolina
$206K -$43.4K -1,680 -17%
SPIA
932
Steward Partners Investment Advisory
New York
$206K -$3.98K -154 -2%
MW
933
Maia Wealth
Colorado
$205K +$205K +7,699 New
JBW
934
Journey Beyond Wealth
Georgia
$204K +$204K +7,881 New
SFS
935
Strategic Financial Services
New York
$203K – – –
DE
936
Diversified Enterprises
Delaware
$203K +$181 +7 +0.1%
OC
937
Optima Capital
Oregon
$203K +$203K +7,859 New
SCM
938
Sebold Capital Management
Illinois
$203K -$8.82K -341 -4%
FFA
939
First Foundation Advisors
California
$202K +$202K +7,823 New
BFM
940
Broadview Financial Management
Wisconsin
$202K -$2.2K -85 -1%
JC
941
Jentner Corp
Ohio
$201K -$137K -5,281 -40%
HCWM
942
Hidden Cove Wealth Management
Washington
$200K +$200K +7,734 New
GIP
943
Granite Investment Partners
California
$198K +$14.4K +555 +8%
BHWM
944
Beaird Harris Wealth Management
Texas
$197K – – –
OIA
945
Optimum Investment Advisors
Illinois
$193K -$388 -15 -0.2%
TWM
946
Topsail Wealth Management
North Carolina
$192K +$192K +7,409 New
ECM
947
Elgethun Capital Management
South Dakota
$191K +$5.69K +220 +3%
PCM
948
Palouse Capital Management
Washington
$187K +$4.68K +181 +3%
BIM
949
Breakwater Investment Management
Washington
$183K +$102K +3,936 +125%
PB
950
Pinnacle Bancorp
Nebraska
$165K +$4.6K +178 +3%
36 37
38
39 40