SCHA icon

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 %
HWM
1101
Hemington Wealth Management
Virginia
$7K -$7K -292 -50%
AAG
1102
Armstrong Advisory Group
Massachusetts
$6.98K – – –
WT
1103
Washington Trust
Rhode Island
$6.21K – – –
NFSG
1104
Newbridge Financial Services Group
Florida
$5.29K +$5.29K +205 New
FP
1105
Financial Perspectives
Minnesota
$5.17K +$52 +2 +1%
CB
1106
CNB Bank
Pennsylvania
$5.07K – – –
HDIM
1107
Hanson & Doremus Investment Management
Vermont
$5K -$1.47K -54 -23%
RP
1108
Rice Partnership
Hawaii
$4.97K -$38.5K -1,490 -89%
DAM
1109
Delta Asset Management
Tennessee
$4.86K – – –
VWA
1110
Valued Wealth Advisors
Utah
$4.83K -$26 -1 -0.5%
AFG
1111
Albion Financial Group
Utah
$4.68K +$26 +1 +0.6%
HWP
1112
Highline Wealth Partners
California
$4.66K +$4.66K +180 New
CT
1113
Colonial Trust
South Carolina
$4.66K +$4.66K +180 New
AA
1114
Atmos Advisory
Pennsylvania
$4.55K – – –
MFG
1115
Menard Financial Group
Texas
$4.55K +$4.55K +176 New
FWM
1116
FSA Wealth Management
Massachusetts
$4.28K -$4.07K -157 -49%
BGWM
1117
Bridge Generations Wealth Management
Florida
$4.21K +$4.21K +163 New
CFGS
1118
Concourse Financial Group Securities
Alabama
$4.19K -$1.99K -74 -32%
NWMP
1119
Noble Wealth Management PBC
Colorado
$4.14K +$4.14K +160 New
CFG
1120
Chapman Financial Group
Hawaii
$4.04K +$4.04K +156 New
HNW
1121
High Note Wealth
Minnesota
$3.93K +$3.93K +152 New
CSB
1122
City State Bank
Iowa
$3.88K – – –
TC
1123
Truvestments Capital
Florida
$3.83K – – –
FWA
1124
Flagship Wealth Advisors
Massachusetts
$3.52K +$3.52K +136 New
RAM
1125
Riggs Asset Management
Pennsylvania
$3.21K +$3.21K +124 New
43 44
45
46 47