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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

955 hedge funds and large institutions have $8.45B invested in Schwab U.S Small- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 379 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
15.06%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.03%
New
85
Increased
370
Reduced
379
Closed
48
Calls
$3.2M
Puts
$670K
Net Calls
+$2.53M
Net Calls Change
+$283K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$53.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.8M
3
Charles Schwab
Charles Schwab
California
+$19.8M
4
Cerity Partners
Cerity Partners
New York
+$14.9M
5
AG
Appleton Group
Wisconsin
+$10.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$48.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27M
4
H
HoyleCohen
California
-$15.5M
5
NYLIM
New York Life Investment Management
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNFG
226
Creegan & Nassoura Financial Group
New Hampshire
$2.95M -$2.19K -100 -0.1%
MAS
227
Meeder Advisory Services
Ohio
$2.93M +$662K +30,226 +29%
EE
228
EWG Elevate
California
$2.9M -$1.11M -50,502 -28%
PAG
229
Private Advisor Group
New Jersey
$2.89M +$48.2K +2,184 +2%
SM
230
Sensible Money
Arizona
$2.86M -$8.1K -370 -0.3%
SFG
231
Sunburst Financial Group
Alabama
$2.86M -$67.8K -3,098 -2%
OF
232
Outfitter Financial
Maine
$2.82M -$1.66K -76 -0.1%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$2.82M +$1.91M +87,082 +209%
PWM
234
Perigon Wealth Management
California
$2.81M +$22.7K +1,038 +0.8%
BCM
235
Barden Capital Management
Texas
$2.8M +$83.5K +3,814 +3%
CAG
236
Curtis Advisory Group
California
$2.75M +$235K +10,742 +9%
CIC
237
Cutler Investment Counsel
Oregon
$2.75M -$47.8K -2,184 -2%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$2.74M -$180K -8,198 -6%
AIM
239
Anchor Investment Management
South Carolina
$2.72M +$89.3K +4,076 +3%
CIP
240
Capital Insight Partners
Arizona
$2.68M +$175 +8 +0%
CCWA
241
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M +$1.1M +50,122 +70%
CAG
242
Compass Advisory Group
New York
$2.67M +$98.8K +4,510 +4%
KHC
243
Koesten Hirschmann & Crabtree
Kansas
$2.66M +$71.9K +3,284 +3%
VCM
244
Vision Capital Management
Oregon
$2.62M -$151K -6,890 -5%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$2.61M +$180K +8,212 +7%
LFG
246
Larson Financial Group
Missouri
$2.58M -$24.6K -1,122 -0.9%
EW
247
Element Wealth
Mississippi
$2.57M -$9.42K -430 -0.4%
HG
248
Harbor Group
New Hampshire
$2.56M -$1.71K -78 -0.1%
AWM
249
Apollon Wealth Management
South Carolina
$2.56M -$91.1K -4,160 -3%
CHA
250
Carmichael Hill & Associates
Maryland
$2.55M -$73.8K -3,368 -3%
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