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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 hedge funds and large institutions have $10.2B invested in Schwab U.S Small- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$4.13B
2
Bank of America
Bank of America
North Carolina
$1.05B
3
TCM
Tradewinds Capital Management
Washington
$29.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$126M
2
PCIA
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
Janiczek Wealth Management
Colorado
$1.83M
4
CA
CoreCap Advisors
Michigan
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
126
St Louis Trust
Missouri
$7.39M +$37.9K +1,598 +0.5%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$7.37M +$6.89M +290,444 +1,434%
WT
128
Whittier Trust
California
$7.31M -$53.9K -2,270 -0.7%
BFG
129
Bleakley Financial Group
New Jersey
$7.24M +$361K +15,236 +5%
WTC
130
WhitTier Trust Company
Nevada
$7.24M -$249K -10,482 -3%
SW
131
Simplicity Wealth
New Jersey
$7.24M +$361K +15,228 +5%
SS
132
Sunbelt Securities
Texas
$7.22M +$466K +19,652 +7%
RGF
133
Retirement Guys Formula
Ohio
$7.09M +$193K +8,138 +3%
CP
134
Creekside Partners
California
$7.03M +$7.03M +296,292 New
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$6.96M +$4.16M +175,326 +149%
BDF
136
Black Diamond Financial
Maryland
$6.88M +$342K +14,400 +5%
CWM
137
Congress Wealth Management
Massachusetts
$6.74M -$62K -2,614 -0.9%
HWM
138
HB Wealth Management
Georgia
$6.73M -$134K -5,668 -2%
AMG
139
Asset Management Group
Connecticut
$6.71M -$39.4K -1,662 -0.6%
WANY
140
Wealthspire Advisors (New York)
New York
$6.7M -$221K -9,328 -3%
VC
141
Veery Capital
Delaware
$6.69M -$170K -7,180 -2%
MFC
142
Morris Financial Concepts
South Carolina
$6.65M -$520K -21,912 -7%
VFIC
143
Valley Forge Investment Consultants
Pennsylvania
$6.61M -$51.1K -2,154 -0.8%
HPFG
144
Hart & Patterson Financial Group
Massachusetts
$6.58M -$37.8K -1,594 -0.6%
ADL
145
Asset Dedication LLC
California
$6.53M -$270K -11,394 -4%
CAM
146
Cresset Asset Management
Illinois
$6.27M -$201K -8,434 -3%
LA
147
LVW Advisors
New York
$6.27M +$240K +10,132 +4%
Stifel Financial
148
Stifel Financial
Missouri
$6.26M -$1.1M -46,410 -15%
IAN
149
Integrated Advisors Network
Texas
$6.16M -$48.3K -2,036 -0.8%
MAM
150
Marquette Asset Management
Minnesota
$6.15M – – –
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