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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,044 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, 411 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.18%
Holding in Top 10
58
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.94%
% of All Funds
0.84%
New
72
Increased
386
Reduced
411
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.72B
2
Bank of America
Bank of America
North Carolina
+$36.5M
3
TCM
Tradewinds Capital Management
Washington
+$27.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$19.9M
5
KAS
Kestra Advisory Services
Texas
+$18.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$40.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$17.2M
3
JWM
Janiczek Wealth Management
Colorado
-$15.6M
4
CA
CoreCap Advisors
Michigan
-$14.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
176
Brand Asset Management Group
Missouri
$5.09M +$186K +7,844 +4%
CFGA
177
Cambridge Financial Group (Arizona)
Arizona
$5M -$204K -8,610 -4%
TIM
178
Tortoise Investment Management
New York
$4.95M +$570K +24,034 +13%
CCM
179
Chilton Capital Management
Texas
$4.91M +$6.31K +266 +0.1%
Betterment LLC
180
Betterment LLC
New York
$4.88M +$3.33M +140,538 +216%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$4.78M +$1.07M +45,300 +29%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$4.76M +$1.52K +64 +0%
FCM
183
Fortis Capital Management
Washington
$4.69M +$87.4K +3,684 +2%
AFG
184
Atomi Financial Group
New York
$4.65M +$1.26M +52,906 +37%
CWG
185
Cornerstone Wealth Group
North Carolina
$4.64M +$58K +2,444 +1%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$4.51M -$458K -19,496 -9%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$4.5M -$63.8K -2,690 -1%
FTS
188
Fifth Third Securities
Ohio
$4.49M +$283K +11,872 +7%
ECM
189
Evergreen Capital Management
Washington
$4.47M +$42.1K +1,768 +1%
FVWA
190
Foster Victor Wealth Advisors
South Carolina
$4.45M +$48.4K +1,876 +1%
PCG
191
Prosperity Consulting Group
Maryland
$4.38M -$781K -32,900 -15%
BA
192
Ballast Advisors
Minnesota
$4.34M +$186K +7,842 +4%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$4.33M +$557K +23,482 +15%
WA
194
WBH Advisory
Maryland
$4.31M +$52.2K +2,202 +1%
AWM
195
Apollon Wealth Management
South Carolina
$4.31M -$6.79K -286 -0.2%
JJBC
196
James J. Burns & Company
New York
$4.3M +$1.72M +72,354 +66%
PMG
197
ProVise Management Group
Florida
$4.21M -$1.01M -42,380 -19%
BWM
198
Brown Wealth Management
Illinois
$4.21M +$77K +3,244 +2%
NDSI
199
Newman Dignan & Sheerar Inc
Rhode Island
$4.18M -$32.7K -1,378 -0.8%
GA
200
Gordian Advisors
Arizona
$4.17M -$356K -14,998 -8%
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