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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 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, 450 reducing their positions, and 49 closing their positions.

Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.37%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$163M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
WA
4
Waterford Advisors
New York
$16.2M
5
TCM
5
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.5M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTC
76
Matrix Trust Company
Colorado
$13.8M -$4.45K -172 -0%
ZRP
77
Zynergy Retirement Planning
New Jersey
$13.7M -$13.7M -265,573 -50%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$13.6M +$573K +22,157 +4%
FNC
79
First National Corp
Massachusetts
$13.6M +$569K +21,990 +4%
CPIG
80
Chicago Partners Investment Group
Illinois
$12.7M -$11M -425,043 -47%
BCMO
81
Buckingham Capital Management (Ohio)
Ohio
$12.7M -$469K -18,130 -4%
MM
82
Meridian Management
Arkansas
$12.5M -$2.09M -80,880 -14%
TPW
83
Tiller Private Wealth
Pennsylvania
$12M +$298K +11,525 +3%
US Bancorp
84
US Bancorp
Minnesota
$11.8M +$118K +4,569 +1%
NSAM
85
North Star Asset Management
Wisconsin
$11.8M -$12.5K -483 -0.1%
IAS
86
IMA Advisory Services
Colorado
$11.7M +$175K +6,762 +2%
MCM
87
MAI Capital Management
Ohio
$11.5M +$6.16M +238,026 +115%
HWA
88
HHM Wealth Advisors
Tennessee
$11.5M +$188K +7,281 +2%
Betterment LLC
89
Betterment LLC
New York
$11.5M +$3.79M +146,690 +49%
TWM
90
Tradition Wealth Management
Minnesota
$11.3M +$3.05K +118 +0%
AP
91
Appleton Partners
Massachusetts
$11.2M +$131K +5,055 +1%
CKAIS
92
Christensen King & Associates Investment Services
Washington
$11.1M +$151K +5,744 +1%
SJIM
93
St. Johns Investment Management
Florida
$11.1M -$4.78K -185 -0%
SFA
94
Souders Financial Advisors
Ohio
$10.9M -$681K -26,330 -6%
NYLIM
95
New York Life Investment Management
New York
$10.9M -$2.07M -80,066 -16%
SFA
96
Sequoia Financial Advisors
Ohio
$10.8M +$90.7K +3,506 +0.8%
FFN
97
Focus Financial Network
Minnesota
$10.7M -$155K -6,010 -1%
EL
98
Essex LLC
Illinois
$10.6M -$234K -9,035 -2%
EWM
99
Empirical Wealth Management
Washington
$10.4M -$180K -6,969 -2%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$10.3M +$116K +4,268 +1%
2 3
4
5 6