SCHA icon

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 %
CSB
1026
City State Bank
Iowa
$1.76K -$1.76K -74 -50%
AAG
1027
Armstrong Advisory Group
Massachusetts
$1.42K +$1.42K +60 New
CPBTD
1028
Central Pacific Bank - Trust Division
Hawaii
$1.23K – – –
TF
1029
Tompkins Financial
New York
$1.23K – – –
AFWM
1030
Abich Financial Wealth Management
Virginia
$1.19K – – –
T
1031
Tidemark
California
$1.19K +$1.19K +50 New
VWA
1032
Valued Wealth Advisors
Utah
$970 – – –
SC
1033
Stephens Consulting
Michigan
$855 – – –
BNP Paribas Financial Markets
1034
BNP Paribas Financial Markets
France
$759 +$759 +32 New
MIM
1035
Macroview Investment Management
Maryland
$698 – – –
FFA
1036
Founders Financial Alliance
North Carolina
$664 -$2.94K -124 -82%
MFG
1037
Mendota Financial Group
Wisconsin
$570 – – –
GTAM
1038
Global Trust Asset Management
Florida
$380 – – –
BGAI
1039
Bruce G. Allen Investments
Colorado
$380 +$380 +16 New
PWMG
1040
Private Wealth Management Group
New Jersey
$238 +$238 +10 New
AWM
1041
Atticus Wealth Management
Florida
$99 -$4.11K -166 -98%
NC
1042
NewSquare Capital
Pennsylvania
$95 – – –
HFA
1043
Hershey Financial Advisers
Pennsylvania
$95 +$95 +4 New
FFA
1044
Frazier Financial Advisors
Ohio
$48 – – –
BL
1045
Balentine LLC
Georgia
$47 -$2.21K -94 -98%
FM
1046
Family Management
New York
$19 -$20 – –
CSIA
1047
Charles Schwab Investment Advisory
California
– -$3.76B -152,762,734 Closed
CA
1048
CoreCap Advisors
Michigan
– -$14.8M -600,958 Closed
BWM
1049
BCS Wealth Management
Tennessee
– -$5.66M -229,848 Closed
CWM
1050
Campbell Wealth Management
Virginia
– -$2.62M -106,544 Closed
40 41
42
43 44