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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,061 hedge funds and large institutions have $6.46B 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, 367 reducing their positions, and 59 closing their positions.

Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$76.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$29M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$36.5M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$633M
5
CA
5
CoreCap Advisors
Michigan
$17.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SFC
2
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.2M
4
TCM
4
Tradewinds Capital Management
Washington
$2.66M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$12.9M +$171K +6,634 +1%
FNC
77
First National Corp
Massachusetts
$12.9M +$613K +23,808 +5%
NYLIM
78
New York Life Investment Management
New York
$12.9M -$3.43M -133,462 -21%
NSAM
79
North Star Asset Management
Wisconsin
$11.7M +$51K +1,980 +0.4%
CPIG
80
Chicago Partners Investment Group
Illinois
$11.7M +$6.18M +482,970 +112%
TPW
81
Tiller Private Wealth
Pennsylvania
$11.6M +$358K +13,884 +3%
US Bancorp
82
US Bancorp
Minnesota
$11.6M -$166K -6,440 -1%
SFA
83
Souders Financial Advisors
Ohio
$11.5M +$341K +13,260 +3%
IAS
84
IMA Advisory Services
Colorado
$11.5M +$11.5M +447,456 New
HWA
85
HHM Wealth Advisors
Tennessee
$11.3M -$543K -21,106 -5%
TWM
86
Tradition Wealth Management
Minnesota
$11.2M -$19.8K -770 -0.2%
MWM
87
Meridian Wealth Management
Kentucky
$11.2M +$11.2M +435,134 New
NIC
88
Northwest Investment Counselors
Oregon
$11.1M -$13K -504 -0.1%
SJIM
89
St. Johns Investment Management
Florida
$11M -$119K -4,612 -1%
AP
90
Appleton Partners
Massachusetts
$11M +$74.6K +2,898 +0.7%
FFN
91
Focus Financial Network
Minnesota
$10.8M -$247K -9,596 -2%
CKAIS
92
Christensen King & Associates Investment Services
Washington
$10.8M -$242K -9,398 -2%
EL
93
Essex LLC
Illinois
$10.7M +$817K +31,726 +8%
SFA
94
Sequoia Financial Advisors
Ohio
$10.7M +$466K +18,080 +5%
EWM
95
Empirical Wealth Management
Washington
$10.6M +$48.4K +1,878 +0.5%
AWMG
96
Alliance Wealth Management Group
New Jersey
$10.4M +$477K +18,532 +5%
TCM
97
Towercrest Capital Management
Pennsylvania
$10.4M +$477K +18,532 +5%
AFA
98
American Financial Advisors
Georgia
$9.76M -$176K -6,854 -2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$9.75M +$141K +5,478 +1%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$9.63M -$7.77M -301,848 -45%
2 3
4
5 6