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.

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
1
Envestnet Asset Management
Illinois
$163M
2
Bank of America
2
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$655M
4
WA
4
Waterford Advisors
New York
$16.2M
5
TCM
5
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
3
Goldman Sachs
New York
$75.5M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
5
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
101
Alliance Wealth Management Group
New Jersey
$10.2M -$287K -11,111 -3%
TCM
102
Towercrest Capital Management
Pennsylvania
$10.2M -$287K -11,111 -3%
AFA
103
American Financial Advisors
Georgia
$9.96M +$161K +6,230 +2%
MWM
104
Meridian Wealth Management
Kentucky
$9.93M -$1.32M -51,176 -12%
MTIC
105
Missouri Trust & Investment Company
Missouri
$9.85M +$269K +10,413 +3%
IWC
106
Integrated Wealth Concepts
Massachusetts
$9.77M -$25K -967 -0.3%
SWA
107
Sightline Wealth Advisors
Connecticut
$9.57M +$672K +26,002 +8%
SFWC
108
Strategic Family Wealth Counselors
New Jersey
$9.51M +$243K +9,382 +3%
SFA
109
Seneca Financial Advisors
New York
$9.22M +$431K +16,679 +5%
UCFA
110
United Capital Financial Advisors
Texas
$9.13M -$536K -20,742 -6%
CFMC
111
Curbstone Financial Management Corp
New Hampshire
$9.12M +$51.7K +1,998 +0.6%
Truist Financial
112
Truist Financial
North Carolina
$9.02M -$317K -12,256 -3%
WANY
113
Wealthspire Advisors (New York)
New York
$9M +$1.54M +59,585 +21%
CMP
114
Courage Miller Partners
Virginia
$8.62M +$25.9K +1,001 +0.3%
ACM
115
Anfield Capital Management
California
$8.6M +$103K +3,978 +1%
BFG
116
Bouchey Financial Group
New York
$8.58M -$220K -8,496 -2%
SLT
117
St Louis Trust
Missouri
$8.56M +$507K +19,609 +6%
LFS
118
Lutz Financial Services
Nebraska
$8.49M +$46.6K +1,802 +0.6%
FPCP
119
Fort Point Capital Partners
California
$8.47M +$2.45M +94,623 +41%
FCI
120
Financial Counselors Inc
Kansas
$8.46M +$114K +4,420 +1%
PIMG
121
Patriot Investment Management Group
Tennessee
$8.46M -$64.5K -2,495 -0.8%
AIM
122
Athena Investment Management
California
$8.42M +$65.2K +2,520 +0.8%
ACM
123
Advisors Capital Management
New Jersey
$8.38M +$1.02M +39,465 +14%
SIC
124
Salem Investment Counselors
North Carolina
$8.12M -$335K -12,941 -4%
WT
125
Whittier Trust
California
$8.06M -$117K -4,523 -1%
3 4
5
6 7