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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 %
LCM
251
Leisure Capital Management
California
$2.31M +$13.1K +634 +0.6%
CFG
252
Citizens Financial Group
Rhode Island
$2.3M -$64.1K -3,094 -3%
NB
253
NBT Bank
New York
$2.29M +$140K +6,742 +6%
PFT
254
Providence First Trust
Arizona
$2.29M – – –
SWM
255
SeaCrest Wealth Management
New York
$2.25M +$7.04K +340 +0.3%
BC
256
Bartlett & Co
Ohio
$2.23M – – –
BCWM
257
Bartlett & Co Wealth Management
Ohio
$2.23M – – –
GAM
258
Garrison Asset Management
Arkansas
$2.23M +$8.82K +426 +0.4%
RWP
259
Revolve Wealth Partners
New Jersey
$2.23M -$598K -28,874 -21%
AOWM
260
Alpha Omega Wealth Management
Virginia
$2.22M +$34.9K +1,686 +2%
EFG
261
Everhart Financial Group
Ohio
$2.22M -$166K -8,018 -7%
HSA
262
HBK Sorce Advisory
Pennsylvania
$2.21M -$5.8K -280 -0.3%
SIA
263
Sage Investment Advisers
New York
$2.21M +$122K +5,898 +6%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$2.19M +$398K +19,238 +22%
ML
265
McAdam LLC
Pennsylvania
$2.18M +$20.4K +984 +0.9%
CCWA
266
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.17M -$363K -17,542 -14%
CFGSD
267
Compass Financial Group (South Dakota)
South Dakota
$2.17M +$265K +12,806 +14%
AWM
268
Apollon Wealth Management
South Carolina
$2.16M -$262K -12,652 -11%
NCM
269
Next Capital Management
New York
$2.16M -$35.5K -1,716 -2%
PFM
270
Phillips Financial Management
Indiana
$2.15M +$136K +6,584 +7%
AI
271
Atria Investments
North Carolina
$2.15M +$2.15M +103,608 New
NFG
272
Northeast Financial Group
Pennsylvania
$2.14M -$109K -5,262 -5%
EWA
273
EP Wealth Advisors
California
$2.12M +$1.46M +70,438 +221%
GG
274
Gleason Group
Kentucky
$2.1M +$243K +11,746 +13%
IRC
275
Investors Research Corp
Georgia
$2.09M -$104K -5,014 -5%
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