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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 %
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$5.01M +$695K +29,432 +16%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$4.97M -$90.3K -3,822 -2%
DWM
178
Destination Wealth Management
California
$4.95M +$2.83M +119,894 +134%
CICC
179
Capital Investment Counsel (Colorado)
Colorado
$4.91M +$4.91M +208,082 New
GA
180
Gordian Advisors
Arizona
$4.88M +$4.88M +206,628 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$4.86M +$1.43M +60,504 +42%
BA
182
Brightwater Advisory
Florida
$4.82M +$4.82M +174,106 New
BAMG
183
Brand Asset Management Group
Missouri
$4.78M +$319K +13,524 +7%
PWM
184
Provident Wealth Management
Tennessee
$4.69M +$98.6K +4,176 +2%
SFA
185
Seneca Financial Advisors
New York
$4.59M +$194K +8,204 +4%
CWA
186
Carolina Wealth Advisors
South Carolina
$4.59M -$52.2K -2,208 -1%
MBI
187
May Barnhard Investments
Maryland
$4.56M +$4.56M +192,998 New
ECM
188
Evergreen Capital Management
Washington
$4.52M +$454K +19,216 +11%
MCM
189
MAI Capital Management
Ohio
$4.5M +$19.5K +824 +0.4%
EGWAG
190
Elwood & Goetz Wealth Advisory Group
Georgia
$4.5M -$416K -17,608 -8%
PFWA
191
Paces Ferry Wealth Advisors
Georgia
$4.48M -$25.3K -1,070 -0.6%
ECM
192
Exchange Capital Management
Michigan
$4.45M -$66K -2,794 -1%
TC
193
TownSquare Capital
Utah
$4.44M -$3.45M -146,110 -44%
FCM
194
Fortis Capital Management
Washington
$4.42M +$6.9K +292 +0.2%
WA
195
WBH Advisory
Maryland
$4.4M -$242K -10,236 -5%
PAI
196
Pittenger & Anderson Inc
Nebraska
$4.34M +$171K +7,246 +4%
ACM
197
Advisors Capital Management
New Jersey
$4.33M +$967K +40,922 +29%
IA
198
IFP Advisors
Florida
$4.33M +$472K +19,994 +12%
DW
199
Dodds Wealth
Colorado
$4.32M +$4.32M +182,778 New
AWM
200
Apollon Wealth Management
South Carolina
$4.29M +$1.84M +77,730 +75%
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