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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 %
TFM
1026
TFC Financial Management
Massachusetts
$2.61K – – –
AAP
1027
Arax Advisory Partners
Colorado
$2.59K -$10.6K -450 -80%
AFG
1028
Albion Financial Group
Utah
$2.36K – – –
SMA
1029
Sage Mountain Advisors
Georgia
$2.27K – – –
FMP
1030
Financial Management Professionals
Texas
$2K -$49 -2 -2%
OAJ
1031
Ogorek Anthony Joseph
New York
$2K – – –
MSFP
1032
Mark Sheptoff Financial Planning
Connecticut
$1.8K – – –
BGAI
1033
Bruce G. Allen Investments
Colorado
$1.8K +$1.8K +76 New
TF
1034
Tompkins Financial
New York
$1.23K – – –
AFWM
1035
Abich Financial Wealth Management
Virginia
$1.18K +$1.18K +50 New
TFA
1036
Transamerica Financial Advisors
Florida
$1K – – –
BCMIO
1037
Beacon Capital Management Inc (Ohio)
Ohio
$945 – – –
SC
1038
Stephens Consulting
Michigan
$851 +$851 +36 New
VWA
1039
Valued Wealth Advisors
Utah
$838 +$838 +40 New
NC
1040
NewSquare Capital
Pennsylvania
$756 -$5.1K -216 -87%
MIM
1041
Macroview Investment Management
Maryland
$694 -$2.08K -90 -75%
FFA
1042
Founders Financial Alliance
North Carolina
$661 – – –
MFG
1043
Mendota Financial Group
Wisconsin
$567 – – –
First Manhattan
1044
First Manhattan
New York
$566 +$566 +24 New
BlackRock
1045
BlackRock
New York
$425 – – –
GTAM
1046
Global Trust Asset Management
Florida
$378 +$378 +16 New
FDCP
1047
Foster Dykema Cabot & Partners
Massachusetts
$283 +$283 +12 New
MAWCM
1048
Mine & Arao Wealth Creation & Management
California
$240 – – –
HWP
1049
Highline Wealth Partners
California
$189 – – –
AWM
1050
Atticus Wealth Management
Florida
$98 -$249K -10,144 -100%
40 41
42
43 44