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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 %
CIAS
951
CBIZ Investment Advisory Services
Ohio
$40.9K – – –
RI
952
Ridgewood Investments
New Jersey
$38.5K – – –
SL
953
Salomon & Ludwin
Virginia
$35.9K -$231K -8,990 -87%
Fifth Third Bancorp
954
Fifth Third Bancorp
Ohio
$35.9K +$10.1K +394 +39%
GWS
955
Glassman Wealth Services
Virginia
$33.5K -$516K -20,058 -94%
SC
956
SouthState Corp
Florida
$33.5K – – –
CPA
957
Capital Performance Advisors
California
$33.4K +$33.4K +1,296 New
BCMLT
958
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.2K +$32.2K +1,252 New
AEPWM
959
Atlantic Edge Private Wealth Management
Florida
$31.7K – – –
CSWM
960
Cassady Schiller Wealth Management
Ohio
$30.7K +$309 +12 +1%
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$30.4K +$30.4K +1,180 New
GCM
962
Gables Capital Management
Florida
$29.9K +$29.9K +2,324 New
RIL
963
Rothschild Investment LLC
Illinois
$29.7K +$11.7K +454 +65%
FAM
964
Family Asset Management
South Carolina
$28.9K -$2.58K -100 -8%
Barclays
965
Barclays
United Kingdom
$28K – – –
FCA
966
FinTrust Capital Advisors
South Carolina
$27.7K +$155 +6 +0.6%
HPIA
967
Hamilton Point Investment Advisors
North Carolina
$27.4K – – –
SAM
968
Smartleaf Asset Management
Massachusetts
$26.3K -$91K -3,542 -78%
MRCM
969
M&R Capital Management
New Jersey
$25.9K +$206 +8 +0.8%
PP
970
Pacifica Partners
Canada
$25.7K -$773 -30 -3%
MSG
971
Main Street Group
Virginia
$25.6K +$52 +2 +0.2%
TCM
972
TD Capital Management
Tennessee
$24.6K +$51 +2 +0.2%
IHWM
973
Iron Horse Wealth Management
Iowa
$23.4K – – –
HF
974
Halpern Financial
Virginia
$22.9K – – –
OP
975
ORG Partners
Indiana
$22.8K – – –
37 38
39
40 41