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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 %
CA
301
Centerpoint Advisors
Massachusetts
$1.97M – – –
GG
302
Gleason Group
Kentucky
$1.96M -$2.23M -101,954 -53%
CHA
303
Cooper/Haims Advisors
New York
$1.96M -$82.3K -3,760 -4%
IAIM
304
International Assets Investment Management
Florida
$1.94M +$1.94M +68,672 New
CBFP
305
Cedar Brook Financial Partners
Ohio
$1.93M +$9.11K +416 +0.5%
BAM
306
Berkshire Asset Management
Pennsylvania
$1.93M +$121K +5,538 +7%
IWM
307
IHT Wealth Management
Illinois
$1.91M +$4.34K +198 +0.2%
VBWMG
308
Von Berge Wealth Management Group
California
$1.91M +$16.2K +740 +0.9%
Fidelity Investments
309
Fidelity Investments
Massachusetts
$1.9M -$180K -8,216 -9%
JWA
310
JFS Wealth Advisors
Pennsylvania
$1.89M -$9.99K -456 -0.5%
AIS
311
American Investment Services
Massachusetts
$1.86M -$179K -8,174 -9%
RWA
312
Rainsberger Wealth Advisors
Colorado
$1.84M -$26.9K -1,230 -1%
KF
313
Krilogy Financial
Missouri
$1.82M -$17.9K -816 -1%
B
314
Bailard
California
$1.82M -$34K -1,552 -2%
WC
315
Waterloo Capital
Texas
$1.82M +$350K +15,998 +24%
FG
316
Foster Group
Iowa
$1.81M +$148K +6,742 +9%
WF
317
Whelan Financial
California
$1.81M -$4.34K -198 -0.2%
CMBA
318
C.M. Bidwell & Associates
Hawaii
$1.8M -$55.6K -2,540 -3%
LF
319
Lee Financial
Texas
$1.8M +$184K +8,412 +11%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$1.8M +$12.2K +556 +0.7%
GRP
321
Global Retirement Partners
California
$1.77M +$72.2K +3,296 +4%
AF
322
Allworth Financial
California
$1.77M -$64.8K -2,960 -4%
LBC
323
Lowe Brockenbrough & Co
Virginia
$1.73M -$126K -5,750 -7%
HMS
324
Hanseatic Management Services
New Mexico
$1.73M +$1.73M +78,914 New
JWS
325
Juncture Wealth Strategies
Arizona
$1.71M +$539K +24,616 +46%
11 12
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