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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 %
Citadel Advisors
276
Citadel Advisors
Florida
$2.19M -$1.85M -88,248 -46%
ULWM
277
Upper Left Wealth Management
Florida
$2.19M +$3.56K +170 +0.2%
MAS
278
Meeder Advisory Services
Ohio
$2.17M +$795K +37,904 +58%
BP
279
Broadleaf Partners
Ohio
$2.17M +$214K +10,224 +11%
GWM
280
GSB Wealth Management
Connecticut
$2.15M -$68.3K -3,358 -3%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$2.15M +$3.19K +152 +0.1%
JPLA
282
Joseph P. Lucia & Associates
New York
$2.14M -$8.97K -428 -0.4%
SHA
283
Seneca House Advisors
Virginia
$2.14M +$1.92M +91,534 +886%
CCA
284
Cobblestone Capital Advisors
New York
$2.12M -$77.2K -3,684 -4%
TSWM
285
Triangle Securities Wealth Management
North Carolina
$2.1M -$99.8K -4,762 -5%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$2.06M +$69.8K +3,324 +3%
WP
287
WealthShield Partners
North Carolina
$2.05M +$49.4K +2,358 +2%
PFM
288
Phillips Financial Management
Indiana
$2.03M +$67.3K +3,208 +3%
MWP
289
Moller Wealth Partners
$2M -$256K -12,218 -11%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$1.99M +$185K +8,834 +10%
Wealthfront Advisers
291
Wealthfront Advisers
California
$1.99M +$88.3K +4,214 +5%
SIA
292
Sage Investment Advisers
New York
$1.98M +$156K +7,450 +9%
William Blair & Company
293
William Blair & Company
Illinois
$1.98M +$700K +33,390 +55%
CA
294
Continuum Advisory
Idaho
$1.97M -$99.2K -4,734 -5%
CHA
295
Cooper/Haims Advisors
New York
$1.95M -$82.8K -3,948 -4%
HA
296
HC Advisors
Georgia
$1.95M -$25.5K -1,216 -1%
DW
297
Domani Wealth
Pennsylvania
$1.91M – – –
SCM
298
SOL Capital Management
Maryland
$1.91M +$1.69M +80,496 +745%
AIS
299
American Investment Services
Massachusetts
$1.89M – – –
CA
300
Centerpoint Advisors
Massachusetts
$1.89M – – –
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