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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,154 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, 450 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+93
Holders Change %
+8.77%
% of All Funds
15.36%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.88%
New
164
Increased
413
Reduced
450
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
$163M
2
Bank of America
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$655M
4
WA
Waterford Advisors
New York
$16.2M
5
TCM
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
Goldman Sachs
New York
$75.5M
4
MGIA
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
1026
CBIZ Investment Advisory Services
Ohio
$41.1K – – –
M
1027
MOTCO
Texas
$39.4K -$6.23K -241 -14%
SL
1028
Salomon & Ludwin
Virginia
$37.3K +$1.24K +48 +3%
LWA
1029
Lowe Wealth Advisors
Maryland
$34.6K +$34.6K +1,339 New
RIL
1030
Rothschild Investment LLC
Illinois
$34.1K +$4.24K +164 +14%
GWS
1031
Glassman Wealth Services
Virginia
$33.6K – – –
HPIA
1032
Hamilton Point Investment Advisors
North Carolina
$33.4K +$5.92K +229 +22%
BCMLT
1033
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.4K – – –
AEPWM
1034
Atlantic Edge Private Wealth Management
Florida
$31.8K – – –
CP
1035
Castleview Partners
Texas
$31.5K -$18.7K -724 -37%
MFA
1036
Morling Financial Advisors
California
$31K +$31K +1,200 New
MPWT
1037
MassMutual Private Wealth & Trust
Connecticut
$29.8K -$672 -26 -2%
JFG
1038
JDM Financial Group
Texas
$29.2K +$16.3K +629 +126%
RI
1039
Ridgewood Investments
New Jersey
$28.3K -$10.3K -400 -27%
Barclays
1040
Barclays
United Kingdom
$28K – – –
CSWM
1041
Cassady Schiller Wealth Management
Ohio
$27.3K -$3.54K -137 -11%
MCM
1042
Mainstream Capital Management
California
$27.3K +$27.3K +1,054 New
PFG
1043
Putney Financial Group
California
$26.3K +$26.3K +1,016 New
Fifth Third Bancorp
1044
Fifth Third Bancorp
Ohio
$25.9K -$10.2K -394 -28%
AWM
1045
Accredited Wealth Management
Kentucky
$25.9K +$25.9K +1,002 New
MSG
1046
Main Street Group
Virginia
$25.8K +$207 +8 +0.8%
PP
1047
Pacifica Partners
Canada
$25.8K – – –
MFA
1048
McClarren Financial Advisors
Pennsylvania
$25K +$25K +989 New
BAM
1049
Bellevue Asset Management
Washington
$24.9K +$17.3K +668 +226%
TCM
1050
TD Capital Management
Tennessee
$24.8K +$52 +2 +0.2%
40 41
42
43 44