SCHA icon

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 %
BWM
176
Bernard Wealth Management
Michigan
$5.36M +$5.36M +207,103 New
MWM
177
Modera Wealth Management
New Jersey
$5.32M -$179K -6,913 -3%
CAM
178
Cresset Asset Management
Illinois
$5.28M -$178K -6,886 -3%
TIM
179
Tortoise Investment Management
New York
$5.18M -$122K -4,718 -2%
NRI
180
NFP Retirement Inc
California
$5.13M +$255K +9,847 +5%
CWG
181
Cornerstone Wealth Group
North Carolina
$5.08M +$60.1K +2,324 +1%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$5.07M -$7.53K -291 -0.1%
MAS
183
Meeder Advisory Services
Ohio
$5.07M +$310K +11,986 +7%
FTS
184
Fifth Third Securities
Ohio
$5.01M +$179K +6,941 +4%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$4.96M +$4.15M +160,573 +513%
BWM
186
Brown Wealth Management
Illinois
$4.92M +$36.7K +1,420 +0.8%
ULWM
187
Upper Left Wealth Management
Florida
$4.91M +$43.5K +1,682 +0.9%
PAG
188
Private Advisor Group
New Jersey
$4.9M +$335K +12,964 +7%
BCM
189
Barden Capital Management
Texas
$4.89M +$3.12M +120,544 +175%
CWA
190
Carolina Wealth Advisors
South Carolina
$4.88M -$537K -20,773 -10%
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$4.87M -$22.5K -870 -0.5%
WMWM
192
Wilkins Miller Wealth Management
Alabama
$4.86M +$4.86M +187,892 New
ECM
193
Evergreen Capital Management
Washington
$4.82M -$32.3K -1,250 -0.7%
BA
194
Ballast Advisors
Minnesota
$4.74M +$5.33K +206 +0.1%
JJBC
195
James J. Burns & Company
New York
$4.73M -$5.33K -206 -0.1%
CAM
196
Cobblestone Asset Management
Virginia
$4.73M +$4.73M +182,757 New
NDSI
197
Newman Dignan & Sheerar Inc
Rhode Island
$4.72M -$4.5M -173,957 -49%
VNA
198
Valley National Advisers
Pennsylvania
$4.68M +$73.2K +2,832 +2%
NF
199
Nikulski Financial
Iowa
$4.64M +$84.5K +3,266 +2%
FFG
200
Floyd Financial Group
Missouri
$4.61M +$4.61M +181,002 New
6 7
8
9 10