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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,051 hedge funds and large institutions have $9.58B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+111
Holders Change %
+11.81%
% of All Funds
15.41%
Holding in Top 10
70
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.67%
% of All Funds
1.03%
New
167
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$579M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.53B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$56.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$940K
2
FA
2
Financial Advisors
Massachusetts
$1.54M
3
UCFA
3
United Capital Financial Advisors
Texas
$15.2M
4
Ameriprise
4
Ameriprise
Minnesota
$28.5M
5
BWL
5
Bogart Wealth LLC
Virginia
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
126
St Louis Trust
Missouri
$7.49M +$148K +6,252 +2%
SWA
127
Sightline Wealth Advisors
Connecticut
$7.47M +$702K +29,704 +10%
FIBT
128
First International Bank & Trust
North Dakota
$7.36M +$829K +35,118 +13%
MTIC
129
Missouri Trust & Investment Company
Missouri
$7.29M +$1.46M +61,646 +25%
SFWC
130
Strategic Family Wealth Counselors
New Jersey
$7.25M -$89.9K -3,806 -1%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.21M +$4.74M +200,602 +192%
WANY
132
Wealthspire Advisors (New York)
New York
$7.2M -$17.9K -756 -0.2%
MG
133
Mather Group
Illinois
$7.06M -$378K -15,994 -5%
Stifel Financial
134
Stifel Financial
Missouri
$6.99M +$234K +9,894 +3%
GC
135
Garde Capital
Washington
$6.93M -$174K -7,346 -2%
ADL
136
Asset Dedication LLC
California
$6.92M +$19.3K +816 +0.3%
HWM
137
HB Wealth Management
Georgia
$6.9M -$144K -6,080 -2%
HPFG
138
Hart & Patterson Financial Group
Massachusetts
$6.8M +$6.8M +287,828 New
CWM
139
Congress Wealth Management
Massachusetts
$6.73M +$108K +4,564 +2%
AMG
140
Asset Management Group
Connecticut
$6.7M -$55.9K -2,368 -0.8%
DB
141
Dravo Bay
Delaware
$6.69M -$18.1K -766 -0.3%
BFG
142
Bleakley Financial Group
New Jersey
$6.67M +$500K +21,162 +8%
SS
143
Simplicity Solutions
Minnesota
$6.67M +$502K +21,244 +8%
HFS
144
Horizon Financial Services
North Carolina
$6.59M +$106K +4,484 +2%
RGF
145
Retirement Guys Formula
Ohio
$6.59M +$6.59M +278,886 New
OWM
146
Orgel Wealth Management
Wisconsin
$6.55M +$135K +5,728 +2%
BIA
147
Bell Investment Advisors
California
$6.52M -$195K -8,248 -3%
BDF
148
Black Diamond Financial
Maryland
$6.51M +$54.9K +2,326 +0.9%
CAM
149
Cresset Asset Management
Illinois
$6.49M +$115K +4,874 +2%
VC
150
Veery Capital
Delaware
$6.47M +$148K +6,254 +2%
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