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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 %
GI
1076
GAMMA Investing
California
$13.8K – – –
ATC
1077
Adirondack Trust Company
New York
$13.6K – – –
FIA
1078
FPC Investment Advisory
California
$13.3K +$13.3K +498 New
JFA
1079
JNBA Financial Advisors
Minnesota
$12.9K – – –
HFS
1080
Hopwood Financial Services
Virginia
$12.8K +$12.8K +496 New
DF
1081
DecisionPoint Financial
Arizona
$12.4K – – –
GEA
1082
Glen Eagle Advisors
New Jersey
$12K -$52 -2 -0.4%
Russell Investments Group
1083
Russell Investments Group
United Kingdom
$10.9K +$10.9K +420 New
RA
1084
Rise Advisors
New York
$10.5K +$52 +2 +0.5%
PA
1085
Pineridge Advisors
Missouri
$10.5K +$26 +1 +0.2%
AWM
1086
Aberdeen Wealth Management
Illinois
$10.3K – – –
GI
1087
GS Investments
Minnesota
$10.3K – – –
NG
1088
NWK Group
California
$10.1K – – –
CMA
1089
Cedar Mountain Advisors
Oregon
$9.93K – – –
BCA
1090
Bray Capital Advisors
Florida
$9.83K – – –
SWC
1091
Spectrum Wealth Counsel
Indiana
$9.72K – – –
BF
1092
BOK Financial
Oklahoma
$9.47K – – –
HCM
1093
Horrell Capital Management
Arkansas
$9K – – –
OCM
1094
Orion Capital Management
California
$9K +$9K +348 New
1IA
1095
1620 Investment Advisors
Massachusetts
$8.74K +$8.74K +338 New
TCA
1096
Trifecta Capital Advisors
Illinois
$8.44K – – –
HBW
1097
Hazlett, Burt & Watson
West Virginia
$8K – – –
TCG
1098
Transcendent Capital Group
Oklahoma
$7.34K – – –
BLC
1099
Brown, Lisle/Cummings
Rhode Island
$7.24K – – –
IBOK
1100
Independence Bank of Kentucky
Kentucky
$7.09K +$7.09K +274 New
42 43
44
45 46