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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 %
SFMG
301
Sage Financial Management Group
Virginia
$1.79M +$1.79M +86,170 New
GRP
302
Global Retirement Partners
California
$1.78M +$157K +7,796 +10%
VBWMG
303
Von Berge Wealth Management Group
California
$1.78M -$29.6K -1,430 -2%
BRWA
304
B. Riley Wealth Advisors
Florida
$1.78M +$219K +10,578 +14%
Bank of New York Mellon
305
Bank of New York Mellon
New York
$1.77M +$309K +14,918 +21%
JWA
306
JFS Wealth Advisors
Pennsylvania
$1.76M -$32.3K -1,560 -2%
RWA
307
Rainsberger Wealth Advisors
Colorado
$1.75M +$15.9K +770 +0.9%
ISWM
308
Independent Solutions Wealth Management
New York
$1.75M +$284K +13,732 +19%
AIS
309
American Investment Services
Massachusetts
$1.74M -$19K -918 -1%
LF
310
Lee Financial
Texas
$1.73M +$24.1K +1,166 +1%
KF
311
Krilogy Financial
Missouri
$1.71M -$15.8K -764 -0.9%
CFO
312
Collective Family Office
Pennsylvania
$1.7M +$94.2K +4,550 +6%
AF
313
Allworth Financial
California
$1.7M +$26.8K +1,294 +2%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$1.69M -$15.5K -748 -0.9%
B
315
Bailard
California
$1.68M -$38.3K -1,850 -2%
American Century Companies
316
American Century Companies
Missouri
$1.66M -$439K -21,188 -21%
LBC
317
Lowe Brockenbrough & Co
Virginia
$1.64M +$6.83K +330 +0.4%
CHA
318
Cooper/Haims Advisors
New York
$1.64M -$214K -10,318 -12%
HMS
319
Hanseatic Management Services
New Mexico
$1.63M -$9.2K -444 -0.6%
GW
320
GW & Wade
Massachusetts
$1.62M +$66.3K +3,200 +4%
FG
321
Foster Group
Iowa
$1.61M -$101K -4,870 -6%
DWMG
322
DB Wealth Management Group
California
$1.61M +$237K +11,464 +17%
WF
323
Whelan Financial
California
$1.61M -$103K -4,960 -6%
IA
324
IFS Advisors
Kansas
$1.61M +$1.61M +77,508 New
CC
325
Callan Capital
California
$1.59M +$41 +2 +0%
11 12
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