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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
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 %
MG
126
Mather Group
Illinois
$7.82M -$242K -9,368 -3%
CP
127
Creekside Partners
California
$7.81M +$142K +5,497 +2%
HWM
128
HB Wealth Management
Georgia
$7.72M -$192K -7,415 -2%
WTC
129
WhitTier Trust Company
Nevada
$7.67M -$20.9K -810 -0.3%
CWM
130
Congress Wealth Management
Massachusetts
$7.63M +$159K +6,154 +2%
VCM
131
Vivaldi Capital Management
Illinois
$7.61M +$168K +6,315 +2%
MFC
132
Morris Financial Concepts
South Carolina
$7.58M +$146K +5,655 +2%
DWM
133
Diversify Wealth Management
Utah
$7.5M -$7.36M -289,207 -50%
SS
134
Sunbelt Securities
Texas
$7.35M -$618K -23,933 -8%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$7.34M +$954K +36,881 +15%
WOC
136
West Oak Capital
California
$7.31M +$133K +516 +2%
BDF
137
Black Diamond Financial
Maryland
$7.25M -$45.5K -1,759 -0.6%
IAN
138
Integrated Advisors Network
Texas
$7.02M +$251K +9,690 +4%
Stifel Financial
139
Stifel Financial
Missouri
$6.96M +$23.7K +915 +0.3%
AMG
140
Asset Management Group
Connecticut
$6.95M +$36.6K +1,415 +0.5%
GWM
141
Geneos Wealth Management
Colorado
$6.83M -$197K -7,613 -3%
HFS
142
Horizon Financial Services
North Carolina
$6.79M +$191K +7,368 +3%
ADL
143
Asset Dedication LLC
California
$6.75M -$231K -8,921 -3%
VFIC
144
Valley Forge Investment Consultants
Pennsylvania
$6.69M -$566K -21,880 -8%
BIA
145
Bell Investment Advisors
California
$6.68M +$66.1K +2,557 +1%
MAM
146
Marquette Asset Management
Minnesota
$6.65M -$49K -1,895 -0.7%
HPFG
147
Hart & Patterson Financial Group
Massachusetts
$6.55M -$414K -16,000 -6%
DW
148
Dodds Wealth
Colorado
$6.54M -$6.09M -226,584 -48%
IA
149
IFS Advisors
Kansas
$6.51M -$146K -5,646 -2%
GCP
150
Gill Capital Partners
Colorado
$6.47M +$31.2K +1,205 +0.5%
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