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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 %
FFC
951
First Financial Corp
Indiana
$23.1K -$42.5K -1,798 -65%
EWA
952
EverSource Wealth Advisors
Alabama
$23.1K +$331 +14 +1%
LFA
953
LGT Financial Advisors
Texas
$22.7K – – –
TCM
954
TD Capital Management
Tennessee
$22.5K +$47 +2 +0.2%
TFGT
955
TS Financial Group (TSFG)
Illinois
$22K -$30.2K -1,264 -58%
ACA
956
American Capital Advisory
Idaho
$21.8K +$21.8K +924 New
MSG
957
Main Street Group
Virginia
$21.5K +$21.5K +908 New
HF
958
Halpern Financial
Virginia
$21K -$6.85K -300 -25%
MFA
959
McClarren Financial Advisors
Pennsylvania
$20K +$95 +4 +0.5%
Franklin Resources
960
Franklin Resources
California
$19.8K – – –
BWM
961
Baystate Wealth Management
Massachusetts
$19.7K +$95 +4 +0.5%
WT
962
Washington Trust
Rhode Island
$19.3K – – –
LWA
963
Lowe Wealth Advisors
Maryland
$18.9K -$5.67K -240 -23%
HPC
964
HM Payson & Co
Maine
$18.8K -$13.3K -564 -41%
GFPC
965
Global Financial Private Client
Florida
$18.8K – – –
SWA
966
SOA Wealth Advisors
New York
$18.8K – – –
AP
967
Aspect Partners
Virginia
$18.8K +$18.8K +796 New
National Bank of Canada
968
National Bank of Canada
Quebec, Canada
$18.4K – – –
AWM
969
Able Wealth Management
New Jersey
$17.2K +$17.2K +728 New
PSB
970
Piscataqua Savings Bank
New Hampshire
$16.2K – – –
OA
971
Operose Advisors
Wisconsin
$16.1K – – –
HBW
972
Hazlett, Burt & Watson
West Virginia
$16K – – –
WWM
973
Wagner Wealth Management
South Carolina
$15.7K +$1.13K +48 +8%
MCA
974
Maryland Capital Advisors
Maryland
$15.4K – – –
MSWM
975
McGlone Suttner Wealth Management
Wisconsin
$14.2K +$14.2K +600 New
37 38
39
40 41