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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,061 hedge funds and large institutions have $6.46B invested in Schwab U.S Small- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 442 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+18
Holders Change %
+1.73%
% of All Funds
15.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.84%
New
88
Increased
442
Reduced
367
Closed
59
Calls
$2.76M
Puts
$294K
Net Calls
+$2.47M
Net Calls Change
+$1.88M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$76.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$29M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$36.5M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$633M
5
CA
5
CoreCap Advisors
Michigan
$17.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SFC
2
Strategic Financial Concepts
Texas
$2.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.2M
4
TCM
4
Tradewinds Capital Management
Washington
$2.66M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Anfield Capital Management
California
$4.23M +$177K +13,768 +4%
CWM
202
Chesapeake Wealth Management
Virginia
$4.21M +$59.2K +2,298 +1%
GPFA
203
Game Plan Financial Advisors
Ohio
$4.21M +$55.2K +2,142 +1%
GA
204
Gordian Advisors
Arizona
$4.18M -$341K -13,262 -8%
CWA
205
Consilium Wealth Advisory
Texas
$4.14M -$194K -7,522 -4%
SF
206
Safeguard Financial
Wisconsin
$4.11M +$184K +7,132 +5%
EGWAG
207
Elwood & Goetz Wealth Advisory Group
Georgia
$4.07M -$113K -4,392 -3%
EFG
208
Embree Financial Group
Illinois
$4.06M -$19.9K -774 -0.5%
CIC
209
Cutler Investment Counsel
Oregon
$4.05M -$73.6K -2,858 -2%
PCG
210
Prosperity Consulting Group
Maryland
$4.04M -$714K -27,716 -15%
CFA
211
Cahill Financial Advisors
Minnesota
$4.03M +$3.4K +132 +0.1%
GSIS
212
Global Strategic Investment Solutions
Arizona
$4.03M -$52.7K -2,048 -1%
DI
213
Diligent Investors
California
$4.02M +$15.7K +608 +0.4%
SCP
214
Stevens Capital Partners
Nebraska
$3.95M +$248K +9,626 +7%
LPAM
215
Lodestar Private Asset Management
California
$3.85M +$26.6K +1,032 +0.7%
PP
216
PrairieView Partners
Minnesota
$3.84M -$274K -10,642 -7%
PMG
217
ProVise Management Group
Florida
$3.81M -$757K -29,396 -17%
CI
218
CacheTech Inc
Utah
$3.79M +$232K +9,004 +7%
AWM
219
Adams Wealth Management
Utah
$3.79M +$232K +9,004 +7%
PAI
220
Pittenger & Anderson Inc
Nebraska
$3.79M -$390K -15,154 -9%
JWS
221
Juncture Wealth Strategies
Arizona
$3.79M -$276K -10,712 -7%
FA
222
FF Advisors
California
$3.74M +$1.89M +145,638 +103%
BFG
223
Berger Financial Group
Minnesota
$3.7M -$10.1M -391,982 -73%
CAAM
224
Cornerstone Advisors Asset Management
Pennsylvania
$3.69M +$16.1K +626 +0.4%
LA
225
LVW Advisors
New York
$3.6M -$3.2M -124,398 -47%
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