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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 %
VFIC
151
Valley Forge Investment Consultants
Pennsylvania
$6.47M -$856K -36,234 -12%
PSP
152
Pacific Sage Partners
Washington
$6.29M +$328K +13,894 +6%
AAIM
153
Asset Advisors Investment Management
Georgia
$6.15M -$1.61M -68,052 -21%
MAM
154
Marquette Asset Management
Minnesota
$6.14M -$84.9K -3,596 -1%
SS
155
Sunbelt Securities
Texas
$6.07M +$338K +14,330 +6%
IAN
156
Integrated Advisors Network
Texas
$6.01M +$145K +6,158 +2%
PMG
157
ProVise Management Group
Florida
$5.98M -$120K -5,086 -2%
VA
158
Valmark Advisers
Ohio
$5.92M +$129K +5,466 +2%
IA
159
IFS Advisors
Kansas
$5.91M +$4.08M +172,614 +223%
NRI
160
NFP Retirement Inc
California
$5.85M +$334K +14,130 +6%
FF
161
Friedenthal Financial
New Jersey
$5.85M +$79.1K +3,348 +1%
PCG
162
Prosperity Consulting Group
Maryland
$5.74M -$949K -40,160 -14%
GCP
163
Gill Capital Partners
Colorado
$5.67M +$235K +9,956 +4%
RWA
164
Redhawk Wealth Advisors
Minnesota
$5.57M +$5.57M +236,026 New
SWM
165
Sculati Wealth Management
Michigan
$5.56M +$19.2K +814 +0.3%
BWM
166
BCS Wealth Management
Tennessee
$5.47M -$84.8K -3,590 -2%
LA
167
LVW Advisors
New York
$5.45M +$169K +7,146 +3%
C
168
CEDRUS
Colorado
$5.41M +$407K +17,250 +8%
PS
169
Planned Solutions
California
$5.24M +$91.2K +3,862 +2%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$5.17M -$452K -19,148 -8%
GSIS
171
Global Strategic Investment Solutions
Arizona
$5.17M -$20.2K -854 -0.4%
AFP
172
Ausdal Financial Partners
Iowa
$5.12M -$4.72M -199,962 -48%
MWM
173
Modera Wealth Management
New Jersey
$5.11M +$226K +9,588 +5%
TYCC
174
Texas Yale Capital Corp
Florida
$5.06M -$31K -1,314 -0.6%
ATWA
175
Arbor Trust Wealth Advisors
Michigan
$5.04M +$154K +6,512 +3%
5 6
7
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