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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,042 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 406 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.11%
Holding in Top 10
62
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.43%
% of All Funds
0.9%
New
72
Increased
406
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.05B
2
CSIA
Charles Schwab Investment Advisory
California
$3.76B
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18M
4
FIBT
First International Bank & Trust
North Dakota
$21.1M
5
CRC
Curi RMB Capital
Illinois
$13.4M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$94.1M
2
Morgan Stanley
Morgan Stanley
New York
$58.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
SEI Investments
SEI Investments
Pennsylvania
$363M
5
Charles Schwab
Charles Schwab
California
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1051
Scarborough Advisors
Maryland
– -$8.66M -366,494 Closed
BA
1052
Brightwater Advisory
Florida
– -$4.82M -174,106 Closed
Susquehanna International Group
1053
Susquehanna International Group
Pennsylvania
– -$3.82M -161,708 Closed
SIA
1054
Soltis Investment Advisors
Utah
– -$3.75M -158,898 Closed
WCM
1055
Winthrop Capital Management
Indiana
– -$2.96M -125,260 Closed
AFTS
1056
American Financial & Tax Strategies
New York
– -$3.99M -113,834 Closed
AFAS
1057
Acorn Financial Advisory Services
Virginia
– -$1.45M -63,464 Closed
RAG
1058
RIA Advisory Group
Iowa
– -$1.7M -60,350 Closed
AFS
1059
Access Financial Services
Minnesota
– -$1.17M -49,588 Closed
HF
1060
HRT Financial
New York
– -$1.04M -43,992 Closed
FPCG
1061
Fort Pitt Capital Group
Pennsylvania
– -$796K -33,712 Closed
ACI
1062
Alpha Cubed Investments
California
– -$738K -31,246 Closed
CPW
1063
Catalyst Private Wealth
California
– -$710K -30,046 Closed
OMC
1064
Old Mission Capital
Illinois
– -$600K -25,382 Closed
BL
1065
BCWM LLC
Kansas
– -$598K -25,310 Closed
KOC
1066
Koss-Olinger Consulting
Florida
– -$592K -25,056 Closed
GDP
1067
Great Diamond Partners
Maine
– -$507K -21,486 Closed
ARC
1068
Advisor Resource Council
Texas
– -$502K -21,242 Closed
PI
1069
Pachira Investments
California
– -$436K -18,446 Closed
FCP
1070
Fidelis Capital Partners
Florida
– -$371K -15,714 Closed
JCM
1071
Jacobsen Capital Management
Utah
– -$369K -15,628 Closed
PA
1072
Procyon Advisors
Connecticut
– -$347K -14,678 Closed
CCM
1073
Carlson Capital Management
Minnesota
– -$307K -12,994 Closed
SHA
1074
Seneca House Advisors
Virginia
– -$278K -11,752 Closed
CP
1075
Camelot Portfolios
Ohio
– -$270K -11,450 Closed
41 42
43
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