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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 %
FFA
1126
Founders Financial Alliance
North Carolina
$2.64K – – –
BNP Paribas Financial Markets
1127
BNP Paribas Financial Markets
France
$2.59K +$724 +28 +39%
EWM
1128
EPG Wealth Management
Georgia
$2.48K – – –
MSWA
1129
Marshall & Sterling Wealth Advisors
New York
$2.34K +$2.34K +91 New
FMP
1130
Financial Management Professionals
Texas
$2.12K – – –
OAJ
1131
Ogorek Anthony Joseph
New York
$2K – – –
GK
1132
Graney & King
New York
$1.97K +$1.97K +76 New
MSFP
1133
Mark Sheptoff Financial Planning
Connecticut
$1.97K – – –
UCB
1134
United Community Bank
South Carolina
$1.5K +$1.5K +58 New
VWM
1135
Valley Wealth Managers
New Jersey
$1.4K – – –
CPBTD
1136
Central Pacific Bank - Trust Division
Hawaii
$1.35K – – –
TF
1137
Tompkins Financial
New York
$1.35K – – –
DJSG
1138
D.J. St. Germain
Massachusetts
$1.24K +$1.24K +48 New
SN
1139
Sittner & Nelson
Oregon
$1.14K +$1.14K +44 New
SC
1140
Stephens Consulting
Michigan
$931 – – –
RCA
1141
Runnymede Capital Advisors
Ohio
$931 +$931 +36 New
PIP
1142
Peachtree Investment Partners
Florida
$853 +$853 +33 New
HT
1143
Headlands Technologies
Illinois
$647 +$647 +25 New
MFG
1144
Mendota Financial Group
Wisconsin
$621 – – –
ICCON
1145
Investment Counsel Company of Nevada
Nevada
$621 +$621 +24 New
GM
1146
GeoWealth Management
Illinois
$554 -$46.2K -1,753 -99%
GTAM
1147
Global Trust Asset Management
Florida
$414 – – –
FS
1148
Financially Speaking
Colorado
$155 +$155 +6 New
AWM
1149
Atticus Wealth Management
Florida
$107 – – –
NC
1150
NewSquare Capital
Pennsylvania
$103 – – –
44 45
46
47 48