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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

940 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 398 increasing their positions, 345 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-15
Holders Change %
-1.57%
% of All Funds
14.99%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
0.96%
New
57
Increased
398
Reduced
345
Closed
60
Calls
$2.08M
Puts
$298K
Net Calls
+$1.78M
Net Calls Change
-$747K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$62.4M
2
Cerity Partners
Cerity Partners
New York
+$56M
3
SIS
Strategic Investment Solutions
Illinois
+$42.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.9M
5
Creative Planning
Creative Planning
Kansas
+$24.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$39M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.1M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$11.1M
4
AG
Appleton Group
Wisconsin
-$10.1M
5
HP
Hilltop Partners
Indiana
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$2.69M +$1.24M +60,102 +86%
CIC
227
Cutler Investment Counsel
Oregon
$2.69M +$86.4K +4,170 +3%
OF
228
Outfitter Financial
Maine
$2.67M +$2.49K +120 +0.1%
CIP
229
Capital Insight Partners
Arizona
$2.67M +$133K +6,438 +5%
SM
230
Sensible Money
Arizona
$2.65M -$56.5K -2,728 -2%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$2.64M +$50K +2,414 +2%
AIM
232
Anchor Investment Management
South Carolina
$2.6M +$34.9K +1,686 +1%
PFA
233
Petra Financial Advisors
Colorado
$2.58M +$257K +12,428 +11%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$2.58M +$880K +42,496 +52%
KHC
235
Koesten Hirschmann & Crabtree
Kansas
$2.57M +$51.5K +2,488 +2%
TW
236
Transform Wealth
Colorado
$2.56M -$2.63M -126,906 -51%
PA
237
Pinnacle Associates
New York
$2.53M +$166K +8,008 +7%
CHA
238
Carmichael Hill & Associates
Maryland
$2.51M +$94.7K +4,574 +4%
PWM
239
Perigon Wealth Management
California
$2.5M -$155K -7,478 -6%
SAM
240
Smithbridge Asset Management
Pennsylvania
$2.5M +$182K +8,774 +8%
VCM
241
Vision Capital Management
Oregon
$2.47M -$12.8K -620 -0.5%
HG
242
Harbor Group
New Hampshire
$2.45M +$23.1K +1,116 +1%
EW
243
Element Wealth
Mississippi
$2.44M +$14.7K +708 +0.6%
TFF
244
The Family Firm
Maryland
$2.38M -$656K -31,698 -22%
CAG
245
Compass Advisory Group
New York
$2.38M -$148K -7,168 -6%
MAS
246
Meeder Advisory Services
Ohio
$2.37M -$400K -19,296 -14%
BP
247
Broadleaf Partners
Ohio
$2.35M +$151K +7,268 +7%
ACM
248
Arcataur Capital Management
Wisconsin
$2.34M -$11.5K -554 -0.5%
LFG
249
Larson Financial Group
Missouri
$2.33M -$101K -4,866 -4%
CCM
250
Coldstream Capital Management
Washington
$2.32M -$30.9K -1,494 -1%
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