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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
Envestnet Asset Management
Illinois
$163M
2
Bank of America
Bank of America
North Carolina
$1.2B
3
Empower Advisory Group
Empower Advisory Group
Colorado
$655M
4
WA
Waterford Advisors
New York
$16.2M
5
TCM
Tradewinds Capital Management
Washington
$14.4M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$4.3B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62M
3
Goldman Sachs
Goldman Sachs
New York
$75.5M
4
MGIA
Moneta Group Investment Advisors
Missouri
$37.1M
5
SA
Sanctuary Advisors
Indiana
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$4.61M +$5.33K +206 +0.1%
MI
202
Moneywise Inc
Virginia
$4.58M -$1.74M -67,376 -28%
GPFA
203
Game Plan Financial Advisors
Ohio
$4.54M +$313K +12,105 +7%
PAG
204
Powers Advisory Group
Illinois
$4.52M +$65.5K +2,533 +1%
WA
205
WBH Advisory
Maryland
$4.48M -$43.8K -1,695 -1%
DCM
206
Davis Capital Management
Florida
$4.45M +$3.26K +126 +0.1%
SF
207
Safeguard Financial
Wisconsin
$4.4M +$274K +10,581 +7%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$4.36M +$65.7K +2,540 +2%
CIC
209
Cutler Investment Counsel
Oregon
$4.28M +$214K +8,276 +5%
CWM
210
Chesapeake Wealth Management
Virginia
$4.2M -$30.7K -1,186 -0.7%
AIM
211
Anchor Investment Management
South Carolina
$4.18M -$86.1K -3,328 -2%
SCP
212
Stevens Capital Partners
Nebraska
$4.12M +$153K +5,917 +4%
EFG
213
Embree Financial Group
Illinois
$4.1M +$23.9K +924 +0.6%
CWA
214
Consilium Wealth Advisory
Texas
$4.1M -$62.5K -2,415 -2%
DI
215
Diligent Investors
California
$4.04M +$7.29K +282 +0.2%
EGWAG
216
Elwood & Goetz Wealth Advisory Group
Georgia
$4.03M -$54K -2,089 -1%
GSIS
217
Global Strategic Investment Solutions
Arizona
$4.03M -$23.7K -916 -0.6%
PCG
218
Prosperity Consulting Group
Maryland
$4M -$61.8K -2,391 -2%
AI
219
Atria Investments
North Carolina
$3.99M -$1.66M -64,080 -29%
LWM
220
Lighthouse Wealth Management
Ohio
$3.98M +$3.98M +153,794 New
CWM
221
Campbell Wealth Management
Virginia
$3.97M +$366K +14,158 +10%
William Blair & Company
222
William Blair & Company
Illinois
$3.96M +$702K +27,160 +22%
LPAM
223
Lodestar Private Asset Management
California
$3.96M +$94.7K +3,663 +2%
CFA
224
Cahill Financial Advisors
Minnesota
$3.94M -$113K -4,385 -3%
GA
225
Gordian Advisors
Arizona
$3.9M -$302K -11,665 -7%
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