SCHA icon

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 %
CBFP
301
Cedar Brook Financial Partners
Ohio
$1.84M +$64.6K +3,082 +4%
IWM
302
IHT Wealth Management
Illinois
$1.82M -$35.3K -1,686 -2%
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.82M -$53.1K -2,534 -3%
VBWMG
304
Von Berge Wealth Management Group
California
$1.81M -$48.8K -2,328 -3%
RWA
305
Rainsberger Wealth Advisors
Colorado
$1.78M +$4.95K +236 +0.3%
VCM
306
Vivaldi Capital Management
Illinois
$1.78M +$43.1K +2,056 +2%
CMBA
307
C.M. Bidwell & Associates
Hawaii
$1.78M -$565K -26,950 -24%
LBC
308
Lowe Brockenbrough & Co
Virginia
$1.78M – – –
B
309
Bailard
California
$1.77M +$49.3K +2,352 +3%
SBH
310
Segall Bryant & Hamill
Illinois
$1.77M -$22.3K -1,066 -1%
KF
311
Krilogy Financial
Missouri
$1.76M -$2.22M -105,958 -56%
AF
312
Allworth Financial
California
$1.75M -$304K -14,480 -15%
SDWMA
313
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M -$154K -7,354 -8%
WF
314
Whelan Financial
California
$1.74M -$378K -18,010 -18%
CFO
315
Collective Family Office
Pennsylvania
$1.74M +$33.7K +1,606 +2%
BAM
316
Berkshire Asset Management
Pennsylvania
$1.73M +$4.28K +204 +0.2%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$1.71M -$3.94K -188 -0.2%
CC
318
Callan Capital
California
$1.66M -$173K -8,236 -9%
C1AG
319
Client 1st Advisory Group
Florida
$1.61M -$488K -23,274 -23%
FG
320
Foster Group
Iowa
$1.6M +$64.8K +3,092 +4%
OPWM
321
Oakwell Private Wealth Management
Texas
$1.58M +$8.34K +398 +0.5%
ACM
322
Advisors Capital Management
New Jersey
$1.58M -$20.3K -968 -1%
CF
323
Cantor Fitzgerald
New York
$1.58M -$39.8K -1,900 -2%
GW
324
GW & Wade
Massachusetts
$1.58M -$2.56K -122 -0.2%
RIA
325
Retirement Investment Advisors
Oklahoma
$1.58M +$1.58M +66,896 New
11 12
13
14 15