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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,043 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, 410 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
15.17%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
0.83%
New
72
Increased
386
Reduced
410
Closed
59
Calls
$2.03M
Puts
$1.44M
Net Calls
+$588K
Net Calls Change
-$918K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$4.13B
2
Bank of America
Bank of America
North Carolina
$1.05B
3
TCM
Tradewinds Capital Management
Washington
$29.3M
4
BWA
BlueSky Wealth Advisors
North Carolina
$19.9M
5
KAS
Kestra Advisory Services
Texas
$21.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$126M
2
PCIA
Prime Capital Investment Advisors
Kansas
$14M
3
JWM
Janiczek Wealth Management
Colorado
$1.83M
4
CA
CoreCap Advisors
Michigan
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Meeder Advisory Services
Ohio
$4.08M +$1.37M +57,554 +50%
AWE
202
Avidian Wealth Enterprises
Texas
$4.07M +$3.61M +152,362 +788%
C
203
CEDRUS
Colorado
$4.05M -$317K -13,348 -7%
PAG
204
Powers Advisory Group
Illinois
$4M +$250K +10,522 +7%
CWA
205
Consilium Wealth Advisory
Texas
$4M -$1.58M -66,674 -28%
RJA
206
Raymond James & Associates
Florida
$3.98M -$295K -12,414 -7%
IA
207
IFP Advisors
Florida
$3.97M +$42.5K +1,792 +1%
AIM
208
Anchor Investment Management
South Carolina
$3.93M +$860K +36,244 +28%
DCM
209
Davis Capital Management
Florida
$3.93M -$9.55K -406 -0.2%
PAI
210
Pittenger & Anderson Inc
Nebraska
$3.85M -$559K -23,542 -13%
EGWAG
211
Elwood & Goetz Wealth Advisory Group
Georgia
$3.85M -$582K -24,510 -13%
GPFA
212
Game Plan Financial Advisors
Ohio
$3.83M -$61K -2,570 -2%
CWM
213
Chesapeake Wealth Management
Virginia
$3.83M +$7.55K +318 +0.2%
CIC
214
Cutler Investment Counsel
Oregon
$3.81M +$168K +7,052 +5%
PP
215
PrairieView Partners
Minnesota
$3.79M -$219K -9,236 -5%
PAG
216
Private Advisor Group
New Jersey
$3.77M +$272K +11,452 +8%
GSIS
217
Global Strategic Investment Solutions
Arizona
$3.76M -$26.7K -1,124 -0.7%
EFG
218
Embree Financial Group
Illinois
$3.76M +$60.1K +2,532 +2%
VNA
219
Valley National Advisers
Pennsylvania
$3.76M -$31.5K -1,328 -0.8%
GPA
220
Guerra Pan Advisors
New Jersey
$3.76M +$1.2M +50,432 +47%
ULWM
221
Upper Left Wealth Management
Florida
$3.75M -$131K -5,524 -3%
JWS
222
Juncture Wealth Strategies
Arizona
$3.75M -$416K -17,554 -10%
CFA
223
Cahill Financial Advisors
Minnesota
$3.71M +$4.08K +172 +0.1%
DI
224
Diligent Investors
California
$3.69M -$34.4K -1,450 -0.9%
MWM
225
Mission Wealth Management
California
$3.65M -$219K -9,248 -6%
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