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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.

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
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$11.6M 250,465 +16,492 +7%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$11.6M 244,508 +6,304 +3%
CST
78
Charles Schwab Trust
Nevada
$11.5M 243,015 +10,350 +4%
US Bancorp
79
US Bancorp
Minnesota
$11.3M 240,238 -28,719 -11%
HWA
80
HHM Wealth Advisors
Tennessee
$11.2M 237,485 -12,464 -5%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$10.9M 231,652 -5,237 -2%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$10.9M 230,627 +12,247 +6%
SFA
83
Sequoia Financial Advisors
Ohio
$10.8M 229,178 +5,624 +3%
NSAM
84
North Star Asset Management
Wisconsin
$10.7M 225,995 +3,184 +1%
ONB
85
Old National Bancorp
Indiana
$10.7M 225,937 +51,911 +30%
TCM
86
Towercrest Capital Management
Pennsylvania
$10.6M 224,706 +4,125 +2%
AWMG
87
Alliance Wealth Management Group
New Jersey
$10.6M 224,706 +224,706 New
TWM
88
Tradition Wealth Management
Minnesota
$10.6M 224,225 -4,463 -2%
MWM
89
Meridian Wealth Management
Kentucky
$10.6M 223,658 -2,994 -1%
NIC
90
Northwest Investment Counselors
Oregon
$10.3M 217,069 -10,748 -5%
KCPG
91
Kavar Capital Partners Group
Kansas
$10.2M 216,568 +110,692 +105%
FFN
92
Focus Financial Network
Minnesota
$10.1M 213,841 -75,820 -26%
H
93
HoyleCohen
California
$10M 211,609 +12,839 +6%
CAN
94
Cetera Advisor Networks
California
$9.95M 210,527 +34,565 +20%
AIP
95
Almanack Investment Partners
Pennsylvania
$9.92M 209,910 +209,910 New
TPW
96
Tiller Private Wealth
Pennsylvania
$9.92M 209,886 +28 +0%
SJIM
97
St. Johns Investment Management
Florida
$9.9M 209,579 -676 -0.3%
AP
98
Appleton Partners
Massachusetts
$9.88M 209,127 +18,964 +10%
EWM
99
Empirical Wealth Management
Washington
$9.84M 208,383 -4,731 -2%
BFG
100
Berger Financial Group
Minnesota
$9.8M 207,496 +6,895 +3%
2 3
4
5 6