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 %
BL
1151
Balentine LLC
Georgia
$52 – – –
SAM
1152
Synergy Asset Management
Washington
$43 +$43 +1 New
FM
1153
Family Management
New York
$10 -$21 – –
IAIM
1154
International Assets Investment Management
Florida
– -$43K -5,306,796 Closed
DAS
1155
Dynamic Advisor Solutions
Arizona
– -$19.6M -761,112 Closed
PWM
1156
Provident Wealth Management
Tennessee
– -$6M -233,082 Closed
RGF
1157
Retirement Guys Formula
Ohio
– -$5.57M -216,138 Closed
Susquehanna International Group
1158
Susquehanna International Group
Pennsylvania
– -$1.58M -61,410 Closed
CWM
1159
Cedar Wealth Management
California
– -$1.52M -59,080 Closed
Jane Street
1160
Jane Street
New York
– -$1.42M -54,962 Closed
FTUS
1161
Flow Traders U.S.
New York
– -$1.24M -48,032 Closed
D.E. Shaw & Co
1162
D.E. Shaw & Co
New York
– -$1.21M -47,126 Closed
TI
1163
Tidal Investments
Wisconsin
– -$908K -35,258 Closed
WP
1164
WealthPLAN Partners
Nebraska
– -$859K -33,366 Closed
Prudential Financial
1165
Prudential Financial
New Jersey
– -$656K -25,494 Closed
RPGK
1166
Retirement Planning Group (Kansas)
Kansas
– -$630K -24,450 Closed
YIH
1167
Y-Intercept (HK)
Hong Kong
– -$611K -23,746 Closed
IWN
1168
Independent Wealth Network
Iowa
– -$496K -19,280 Closed
FA
1169
Forefront Analytics
Pennsylvania
– -$464K -18,024 Closed
AWM
1170
Accurate Wealth Management
Florida
– -$208K -16,004 Closed
STA
1171
Summit Trail Advisors
New York
– -$341K -13,244 Closed
MMA
1172
Miracle Mile Advisors
California
– -$330K -12,796 Closed
BAAM
1173
Baker Avenue Asset Management
California
– -$317K -12,328 Closed
GWM
1174
GSB Wealth Management
Connecticut
– -$316K -12,266 Closed
RCM
1175
Radnor Capital Management
Pennsylvania
– -$302K -11,712 Closed
45 46
47
48 49