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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
15.37%
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 %
IHWM
1051
Iron Horse Wealth Management
Iowa
$23.5K – – –
ICM
1052
Islay Capital Management
Texas
$23.3K -$27.4K -1,060 -54%
WWM
1053
Wagner Wealth Management
South Carolina
$23.1K +$1.68K +65 +8%
BBHC
1054
Brown Brothers Harriman & Co
New York
$22.9K +$22.9K +886 New
OP
1055
ORG Partners
Indiana
$22.5K -$362 -14 -2%
ACA
1056
American Capital Advisory
Idaho
$21.7K +$1.03K +40 +5%
Franklin Resources
1057
Franklin Resources
California
$21.7K – – –
TFGT
1058
TS Financial Group (TSFG)
Illinois
$21K +$519 +20 +3%
CWM
1059
Crowley Wealth Management
Delaware
$20.7K +$20.7K +800 New
GFPC
1060
Global Financial Private Client
Florida
$20.6K – – –
KFGG
1061
Keystone Financial Group (Georgia)
Georgia
$20.1K +$20.1K +776 New
AIC
1062
Archer Investment Corporation
Indiana
$18.8K +$78 +3 +0.4%
PSB
1063
Piscataqua Savings Bank
New Hampshire
$17.8K – – –
AG
1064
AmeriFlex Group
Nevada
$16.9K +$16.9K +634 New
MCA
1065
Maryland Capital Advisors
Maryland
$16.9K – – –
SWA
1066
SOA Wealth Advisors
New York
$16.6K – – –
MFS
1067
Mattson Financial Services
Michigan
$16.2K +$16.2K +314 New
FCAS
1068
First Command Advisory Services
Texas
$16.1K – – –
FFC
1069
First Financial Corp
Indiana
$15.4K – – –
GWSG
1070
GPS Wealth Strategies Group
Colorado
$15.1K +$2.92K +113 +24%
DRP
1071
Decker Retirement Planning
Utah
$14.8K +$14.8K +574 New
SAM
1072
Smartleaf Asset Management
Massachusetts
$14.6K -$11.9K -459 -45%
PFA
1073
Pillar Financial Advisors
Kentucky
$14.5K +$14.5K +562 New
HFS
1074
Hantz Financial Services
Michigan
$14K +$2.22K +85 +19%
KWAG
1075
Kiely Wealth Advisory Group
North Carolina
$14K -$14K -524 -50%
41 42
43
44 45