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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GWS
976
Glassman Wealth Services
Virginia
$13.1K +$1.51K +64 +13%
ATC
977
Adirondack Trust Company
New York
$12.5K – – –
KWAG
978
Kiely Wealth Advisory Group
North Carolina
$12.2K +$12.2K +524 New
IHWM
979
Iron Horse Wealth Management
Iowa
$11.8K – – –
JFG
980
JDM Financial Group
Texas
$11.8K – – –
PA
981
Pineridge Advisors
Missouri
$11.8K +$11.8K +500 New
DF
982
DecisionPoint Financial
Arizona
$11.3K – – –
PO
983
Private Ocean
California
$11.1K +$2.27K +96 +26%
AA
984
Addison Advisors
Vermont
$11K +$10.2K +430 +1,194%
NG
985
NWK Group
California
$10K – – –
GI
986
GS Investments
Minnesota
$9.83K -$3.59K -152 -27%
SIS
987
Sound Income Strategies
Florida
$9.78K -$42.3K -1,790 -81%
GI
988
Gradient Investments
Minnesota
$9.51K -$9.18K -388 -49%
BCPWM
989
Bradley & Co Private Wealth Management
Florida
$9.5K +$9.5K +402 New
AWM
990
Aberdeen Wealth Management
Illinois
$9.45K – – –
RA
991
Rise Advisors
New York
$9.45K +$9.45K +400 New
LFA
992
Livelsberger Financial Advisory
Ohio
$9.35K +$9.35K +396 New
WIM
993
Westside Investment Management
California
$9.26K – – –
GEA
994
Glen Eagle Advisors
New Jersey
$9.18K +$5.11K +216 +126%
CMA
995
Cedar Mountain Advisors
Oregon
$9.07K – – –
BCA
996
Bray Capital Advisors
Florida
$8.98K +$8.98K +380 New
BF
997
BOK Financial
Oklahoma
$8.79K – – –
TFG
998
Team Financial Group
California
$8.7K +$47 +2 +0.5%
BL
999
Balentine LLC
Georgia
$8.55K – – –
OCM
1000
Orion Capital Management
California
$8.22K – – –
38 39
40
41 42