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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 %
BL
951
BFSG LLC
California
$161K -$4.55K -176 -3%
CAS
952
Coppell Advisory Solutions
Texas
$160K -$21.5K -832 -12%
TAM
953
Tucker Asset Management
Colorado
$160K +$21.7K +840 +16%
LWANC
954
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
HC
955
Hurley Capital
New York
$149K +$149K +5,670 New
FPF
956
First Pacific Financial
Washington
$142K +$853 +33 +0.6%
MSS
957
Mitchell Sinkler & Starr
Pennsylvania
$140K -$15.5K -600 -10%
EWA
958
EverSource Wealth Advisors
Alabama
$137K +$79.5K +3,074 +138%
WSFS
959
Wilmington Savings Fund Society
Delaware
$129K – – –
KFI
960
Key Financial Inc
Pennsylvania
$128K – – –
TPCW
961
TD Private Client Wealth
New York
$126K +$126K +4,881 +244,050%
PMFA
962
Plante Moran Financial Advisors
Michigan
$123K – – –
FMII
963
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
TIM
964
Thompson Investment Management
Wisconsin
$116K +$7.45K +288 +7%
AA
965
Ancora Advisors
Ohio
$116K – – –
RMP
966
Richards, Merrill & Peterson
Washington
$116K +$116K +4,480 New
MCCP
967
Mission Creek Capital Partners
California
$115K +$115K +17,505 New
NIA
968
NBZ Investment Advisors
Tennessee
$114K +$114K +4,392 New
SMA
969
Sage Mountain Advisors
Georgia
$113K -$621 -24 -0.5%
CIAS
970
Capital Investment Advisory Services
North Carolina
$108K +$1.11K +43 +1%
JFGIW
971
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$108K +4,041 New
HIA
972
Harbor Investment Advisory
Maryland
$108K – – –
EFP
973
EnRich Financial Partners
Wisconsin
$106K +$23.9K +924 +29%
FCT
974
First Community Trust
Iowa
$103K – – –
BlackRock
975
BlackRock
New York
$101K +$82.6K +3,196 +458%
37 38
39
40 41