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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 %
NFG
201
Northeast Financial Group
Pennsylvania
$4.28M +$1.84M +77,890 +76%
NDSI
202
Newman Dignan & Sheerar Inc
Rhode Island
$4.23M +$68K +2,878 +2%
JJBC
203
James J. Burns & Company
New York
$4.21M -$2.03K -86 -0%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$843K +35,676 +25%
BWM
205
Brown Wealth Management
Illinois
$4.12M -$3.52M -149,104 -46%
PP
206
PrairieView Partners
Minnesota
$4.11M +$32.5K +1,376 +0.8%
FPCP
207
Fort Point Capital Partners
California
$4.11M -$782K -33,118 -16%
ULWM
208
Upper Left Wealth Management
Florida
$4.1M -$852K -36,076 -17%
FTS
209
Fifth Third Securities
Ohio
$4.09M -$425 -18 -0%
JWS
210
Juncture Wealth Strategies
Arizona
$4.07M +$2.29M +97,028 +129%
NF
211
Nikulski Financial
Iowa
$4.07M +$237K +10,030 +6%
FVWA
212
Foster Victor Wealth Advisors
South Carolina
$4.05M +$4.05M +174,600 New
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$4.05M -$679K -28,754 -14%
AFTS
214
American Financial & Tax Strategies
New York
$3.99M +$3.99M +113,834 New
CCM
215
Chilton Capital Management
Texas
$3.91M – – –
DCM
216
Davis Capital Management
Florida
$3.89M +$3.89M +164,902 New
TIM
217
Tortoise Investment Management
New York
$3.89M -$436K -18,464 -10%
CWM
218
Chesapeake Wealth Management
Virginia
$3.87M +$122K +5,144 +3%
BA
219
Ballast Advisors
Minnesota
$3.85M -$359K -15,218 -9%
CF
220
Copperwynd Financial
Arizona
$3.82M +$325K +13,770 +9%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$3.82M +$3.82M +161,708 New
DI
222
Diligent Investors
California
$3.81M -$283K -11,986 -7%
CA
223
Cetera Advisors
Colorado
$3.78M +$713K +30,184 +23%
SIA
224
Soltis Investment Advisors
Utah
$3.75M +$3.75M +158,898 New
CFGSD
225
Compass Financial Group (South Dakota)
South Dakota
$3.69M +$1.22M +51,592 +49%
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