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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
FFN
Focus Financial Network
Minnesota
+$12.2M
4
Jane Street
Jane Street
New York
+$11.8M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$113M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$56.9M
3
TCM
Tradewinds Capital Management
Washington
-$27.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
5
AT
American Trust
Kentucky
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Safeguard Financial
Wisconsin
$2.91M -$264K -12,618 -8%
CNFG
227
Creegan & Nassoura Financial Group
New Hampshire
$2.82M -$7.76K -370 -0.3%
CAAM
228
Cornerstone Advisors Asset Management
Pennsylvania
$2.81M +$81.2K +3,874 +3%
SFG
229
Sunburst Financial Group
Alabama
$2.8M +$31.7K +1,512 +1%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$2.8M -$212K -10,122 -7%
DFA
231
DHJJ Financial Advisors
Illinois
$2.79M +$158K +7,544 +6%
SM
232
Sensible Money
Arizona
$2.75M -$61.1K -2,916 -2%
FIA
233
Foundations Investment Advisors
Arizona
$2.74M +$240K +11,450 +10%
OF
234
Outfitter Financial
Maine
$2.7M +$5.03K +240 +0.2%
PAG
235
Private Advisor Group
New Jersey
$2.7M -$65.5K -3,122 -2%
CIC
236
Cutler Investment Counsel
Oregon
$2.68M +$310K +14,792 +13%
SWM
237
Southern Wealth Management
Texas
$2.68M +$3.06K +146 +0.1%
DWM
238
Destination Wealth Management
California
$2.67M -$764K -36,440 -22%
PWM
239
Perigon Wealth Management
California
$2.67M -$18K -860 -0.7%
VCM
240
Vision Capital Management
Oregon
$2.66M -$139K -6,618 -5%
EFG
241
Everhart Financial Group
Ohio
$2.63M -$17.1K -818 -0.6%
CCM
242
Coldstream Capital Management
Washington
$2.61M -$219K -10,460 -8%
BCM
243
Barden Capital Management
Texas
$2.6M +$25.7K +1,228 +1%
CIP
244
Capital Insight Partners
Arizona
$2.57M +$26.2K +1,248 +1%
GAM
245
Garrison Asset Management
Arkansas
$2.54M -$20.4K -974 -0.8%
AWM
246
Apollon Wealth Management
South Carolina
$2.53M -$43.6K -2,082 -2%
CFG
247
Citizens Financial Group
Rhode Island
$2.52M +$13.5K +644 +0.5%
AIM
248
Anchor Investment Management
South Carolina
$2.52M +$25.3K +1,208 +1%
CHA
249
Carmichael Hill & Associates
Maryland
$2.51M -$3.98K -190 -0.2%
LFG
250
Larson Financial Group
Missouri
$2.49M -$135K -6,424 -5%
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