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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 %
CFG
251
Citizens Financial Group
Rhode Island
$2.5M -$128K -5,852 -5%
PA
252
Pinnacle Associates
New York
$2.5M +$32.9K +1,500 +1%
CCM
253
Coldstream Capital Management
Washington
$2.49M -$230K -10,510 -8%
ACM
254
Arcataur Capital Management
Wisconsin
$2.49M +$2.49M +113,666 New
Lido Advisors
255
Lido Advisors
California
$2.46M -$2.93M -133,572 -54%
PFA
256
Petra Financial Advisors
Colorado
$2.46M +$2.11M +96,140 +592%
SAM
257
Smithbridge Asset Management
Pennsylvania
$2.45M +$60.4K +2,756 +3%
EFS
258
Econ Financial Services
Pennsylvania
$2.44M -$23.7K -1,082 -1%
LCM
259
Leisure Capital Management
California
$2.43M -$6K -274 -0.2%
PFT
260
Providence First Trust
Arizona
$2.42M -$63.6K -2,906 -3%
ACM
261
Advisors Capital Management
New Jersey
$2.42M +$763K +34,848 +46%
SWM
262
SeaCrest Wealth Management
New York
$2.38M +$10.1K +460 +0.4%
NFG
263
Northeast Financial Group
Pennsylvania
$2.37M +$2.37M +108,388 New
BC
264
Bartlett & Co
Ohio
$2.36M +$16.6K +760 +0.7%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$2.36M +$16.6K +760 +0.7%
GAM
266
Garrison Asset Management
Arkansas
$2.35M -$303K -13,820 -11%
HSA
267
HBK Sorce Advisory
Pennsylvania
$2.35M -$61.9K -2,826 -3%
BP
268
Broadleaf Partners
Ohio
$2.33M +$63.2K +2,886 +3%
IRC
269
Investors Research Corp
Georgia
$2.32M +$4.03K +184 +0.2%
FPCP
270
Fort Point Capital Partners
California
$2.32M +$2.32M +105,982 New
NCM
271
Next Capital Management
New York
$2.32M +$20.3K +928 +0.9%
ULWM
272
Upper Left Wealth Management
Florida
$2.32M +$29K +1,322 +1%
AOWM
273
Alpha Omega Wealth Management
Virginia
$2.32M -$39.9K -1,820 -2%
ML
274
McAdam LLC
Pennsylvania
$2.28M -$78.9K -3,602 -3%
NB
275
NBT Bank
New York
$2.28M -$165K -7,512 -7%
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