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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$4.13B
2
Bank of America
Bank of America
North Carolina
$1.05B
3
TCM
Tradewinds Capital Management
Washington
$29.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$126M
2
PCIA
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
Janiczek Wealth Management
Colorado
$1.83M
4
CA
CoreCap Advisors
Michigan
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1001
EPG Wealth Management
Georgia
$5.65K -$5.86K -238 Closed
SIS
1002
Sound Income Strategies
Florida
$5.55K – – –
Simplex Trading
1003
Simplex Trading
Illinois
$5K -$10.5K -456 -68%
UIA
1004
Ulland Investment Advisors
Minnesota
$5K – – –
HWA
1005
Heritage Wealth Advisors
Virginia
$4.89K – – –
NFSG
1006
Newbridge Financial Services Group
Florida
$4.82K -$27.9K -1,180 -85%
FP
1007
Financial Perspectives
Minnesota
$4.69K – – –
CB
1008
CNB Bank
Pennsylvania
$4.65K -$2.85K -120 -38%
RP
1009
Rice Partnership
Hawaii
$4.56K -$3.37K -142 -43%
DAM
1010
Delta Asset Management
Tennessee
$4.46K – – –
AA
1011
Atmos Advisory
Pennsylvania
$4.18K – – –
PCA
1012
Providence Capital Advisors
North Carolina
$3.8K – – –
GGI
1013
Godsey & Gibb Inc
Virginia
$3.7K – – –
DF
1014
Dunhill Financial
United Kingdom
$3.23K – – –
NMG
1015
New Millennium Group
Utah
$3.13K +$3.13K +132 New
WBC
1016
West Branch Capital
Massachusetts
$3.04K – – –
OWA
1017
Opal Wealth Advisors
New York
$2.85K +$2.85K +120 New
AAP
1018
Arax Advisory Partners
Colorado
$2.61K – – –
AFG
1019
Albion Financial Group
Utah
$2.37K – – –
OAJ
1020
Ogorek Anthony Joseph
New York
$2K – – –
FMP
1021
Financial Management Professionals
Texas
$2K – – –
HI
1022
Hoey Investments
Pennsylvania
$1.9K -$949 -40 -33%
GI
1023
GAMMA Investing
California
$1.82K – – –
MSFP
1024
Mark Sheptoff Financial Planning
Connecticut
$1.8K – – –
PGAM
1025
Princeton Global Asset Management
New Jersey
$1.8K +$1.8K +76 New
39 40
41
42 43