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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 %
HCM
1001
Horrell Capital Management
Arkansas
$8K – – –
AW
1002
Avion Wealth
Texas
$7K -$80.7K -3,388 -92%
NS
1003
NBC Securities
Alabama
$7K – – –
BAM
1004
Bellevue Asset Management
Washington
$6.99K – – –
AIC
1005
Archer Investment Corporation
Indiana
$6.71K – – –
BLC
1006
Brown, Lisle/Cummings
Rhode Island
$6.61K – – –
HDIM
1007
Hanson & Doremus Investment Management
Vermont
$6K – – –
CPG
1008
Custom Portfolio Group
Colorado
$5.86K +$5.86K +280 New
EWM
1009
EPG Wealth Management
Georgia
$5.45K -$1.24K -54 -18%
MBFW
1010
Morton Brown Family Wealth
Pennsylvania
$5.24K +$5.24K +222 New
GWSG
1011
GPS Wealth Strategies Group
Colorado
$5.1K – – –
LPP
1012
Life Planning Partners
Florida
$5.06K +$5.06K +214 New
HWA
1013
Heritage Wealth Advisors
Virginia
$4.87K +$4.87K +206 New
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$4.72K – – –
FP
1015
Financial Perspectives
Minnesota
$4.65K +$47 +2 +1%
DAM
1016
Delta Asset Management
Tennessee
$4.44K – – –
RIL
1017
Rothschild Investment LLC
Illinois
$4.25K +$4.25K +180 New
AA
1018
Atmos Advisory
Pennsylvania
$4.16K – – –
MLA
1019
MB, Levis & Associates
Pennsylvania
$3.54K +$3.54K +150 New
OP
1020
ORG Partners
Indiana
$3.22K +$3.22K +136 New
NMG
1021
New Millennium Group
Utah
$3.12K +$3.12K +132 New
WBC
1022
West Branch Capital
Massachusetts
$3.02K +$3.02K +128 New
CSB
1023
City State Bank
Iowa
$3K – – –
TCA
1024
Trifecta Capital Advisors
Illinois
$3K – – –
HI
1025
Hoey Investments
Pennsylvania
$2.84K – – –
39 40
41
42 43