SCHA icon

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.

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
SCM
5
Steele Capital Management
Iowa
$34.3M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.53B 74,637,516 +841,822 +1%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$579M 12,253,397 +1,425,251 +13%
Bank of America
3
Bank of America
North Carolina
$463M 9,791,716 +382,076 +4%
Charles Schwab
4
Charles Schwab
California
$431M 9,113,463 +130,113 +1%
SEI Investments
5
SEI Investments
Pennsylvania
$373M 7,891,167 +276,822 +4%
Goldman Sachs
6
Goldman Sachs
New York
$174M 3,680,961 +234,715 +7%
Financial Engines Advisors
7
Financial Engines Advisors
California
$125M 2,653,446 -22,743 -0.8%
Creative Planning
8
Creative Planning
Kansas
$119M 2,512,732 +68,326 +3%
Morgan Stanley
9
Morgan Stanley
New York
$116M 2,456,358 +1,441,579 +142%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$107M 2,274,138 -80,154 -3%
AA
11
Advisory Alpha
Michigan
$99.2M 2,099,060 +97,259 +5%
Cerity Partners
12
Cerity Partners
New York
$87.4M 16,760,429 +14,800,032 +755%
Osaic Holdings
13
Osaic Holdings
Arizona
$83.6M 1,769,078 +200,458 +13%
UBS Group
14
UBS Group
Switzerland
$83M 1,757,875 -17,132 -1%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$70.5M 1,492,622 +54,368 +4%
Mariner
16
Mariner
Kansas
$70.3M 1,489,063 -23,544 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$70M 1,481,001 -193,870 -12%
HighTower Advisors
18
HighTower Advisors
Illinois
$62.4M 1,322,987 +639 +0%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$60.9M 1,289,792 +179,155 +16%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$56.3M 1,192,657 +722,717 +154%
MW
21
Marcum Wealth
Ohio
$56.1M 1,187,205 -20,085 -2%
SC
22
Savant Capital
Illinois
$55.7M 1,179,836 -17,611 -1%
LPL Financial
23
LPL Financial
California
$54.6M 1,155,168 -3,418 -0.3%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$39.3M 832,577 +21,010 +3%
KFC
25
Klingenstein Fields & Co
New York
$34.4M 728,571 +21,448 +3%
1
2 3 4 5