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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 %
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$2.09M +$2.82K +136 +0.1%
VCM
277
Vivaldi Capital Management
Illinois
$2.08M +$207K +9,992 +11%
WP
278
WealthShield Partners
North Carolina
$2.07M +$7.99K +386 +0.4%
William Blair & Company
279
William Blair & Company
Illinois
$2.06M +$55.1K +2,662 +3%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$2.06M -$56.4K -2,606 -3%
JPLA
281
Joseph P. Lucia & Associates
New York
$2.05M +$1.24K +60 +0.1%
CCA
282
Cobblestone Capital Advisors
New York
$2.01M -$60.2K -2,906 -3%
TSWM
283
Triangle Securities Wealth Management
North Carolina
$1.98M -$56.8K -2,742 -3%
CBFP
284
Cedar Brook Financial Partners
Ohio
$1.97M +$142K +6,868 +8%
Comerica Bank
285
Comerica Bank
Texas
$1.97M +$1.97M +95,148 New
FIC
286
Family Investment Center
Missouri
$1.96M -$136K -6,574 -6%
MFT
287
Moisand Fitzgerald Tamayo
Florida
$1.96M -$14.4K -696 -0.7%
BAM
288
Berkshire Asset Management
Pennsylvania
$1.93M +$110K +5,298 +6%
BCI
289
Brinker Capital Investments
Pennsylvania
$1.89M -$101K -4,894 -5%
OPS
290
Orion Portfolio Solutions
Nebraska
$1.89M -$101K -4,894 -5%
WC
291
Waterloo Capital
Texas
$1.88M +$163K +7,852 +9%
CA
292
Continuum Advisory
Idaho
$1.87M -$103K -4,968 -5%
CA
293
Centerpoint Advisors
Massachusetts
$1.86M – – –
DWM
294
Destination Wealth Management
California
$1.85M -$173K -8,348 -9%
Wealthfront Advisers
295
Wealthfront Advisers
California
$1.85M -$162K -7,810 -8%
DWM
296
Dakota Wealth Management
Florida
$1.84M +$913K +44,102 +99%
HA
297
HC Advisors
Georgia
$1.83M -$154K -7,418 -8%
AF
298
Advisornet Financial
Minnesota
$1.83M -$5.77M -278,748 -76%
IWM
299
IHT Wealth Management
Illinois
$1.81M +$6.75K +326 +0.4%
SBH
300
Segall Bryant & Hamill
Illinois
$1.8M -$87.9K -4,246 -5%
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