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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,155 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, 451 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
15.37%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.89%
New
164
Increased
413
Reduced
451
Closed
49
Calls
$1.67M
Puts
$16K
Net Calls
+$1.65M
Net Calls Change
-$817K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$19.1M
4
WA
Waterford Advisors
New York
+$16.2M
5
TCM
Tradewinds Capital Management
Washington
+$11.7M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$576M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$92.7M
3
Goldman Sachs
Goldman Sachs
New York
-$63.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$36.2M
5
SA
Sanctuary Advisors
Indiana
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
1001
Painted Porch Advisors
California
$65.1K – – –
TFM
1002
TFC Financial Management
Massachusetts
$64.9K -$26 -1 -0%
IF
1003
Integrity Financial
Wyoming
$64.9K +$64.9K +2,510 New
AssetMark Inc
1004
AssetMark Inc
California
$64K +$6.16K +238 +11%
LDB
1005
Lee, Danner & Bass
Tennessee
$63.9K +$63.9K +2,471 New
CPA
1006
Cardiff Park Advisors
California
$63.9K +$233 +9 +0.4%
CFB
1007
Cullen/Frost Bankers
Texas
$63.1K +$63.1K +2,438 New
ME
1008
McIlrath & Eck
Washington
$62.7K +$259 +10 +0.4%
AP
1009
Aspect Partners
Virginia
$62K +$41.4K +1,600 +201%
GCM
1010
Gables Capital Management
Florida
$60.1K – – –
LC
1011
Lindbrook Capital
California
$58.7K – – –
WIM
1012
Westside Investment Management
California
$58.1K – – –
OA
1013
Operose Advisors
Wisconsin
$57.9K +$11.4K +441 +25%
SIM
1014
Synergy Investment Management
Florida
$56.3K +$56.3K +2,178 New
EA
1015
Evolution Advisers
Virginia
$55K – – –
WWA
1016
Wingate Wealth Advisors
Massachusetts
$53.9K +$53.9K +2,084 New
BCM
1017
Blume Capital Management
California
$52.6K – – –
MA
1018
Montag & Associates
Georgia
$51.7K – – –
SIM
1019
Studio Investment Management
Illinois
$50.3K -$26 -1 -0.1%
PS
1020
Pinney & Scofield
Massachusetts
$49.7K +$49.7K +1,920 New
SWM
1021
Sugarloaf Wealth Management
Georgia
$48K – – –
VCM
1022
Versant Capital Management
Arizona
$47.4K +$26 +1 +0.1%
RF
1023
Robbins Farley
New Hampshire
$47.3K +$1.14K +44 +2%
ACA
1024
Atlas Capital Advisors
Wyoming
$44.7K -$1.91K -74 -4%
CIM
1025
Contravisory Investment Management
Massachusetts
$44.5K +$2.28K +88 +5%
39 40
41
42 43