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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 %
CFO
326
Collective Family Office
Pennsylvania
$1.7M -$110K -5,042 -6%
AIA
327
Armor Investment Advisors
North Carolina
$1.69M -$4.67M -213,080 -73%
Jane Street
328
Jane Street
New York
$1.69M -$11M -503,384 -87%
CC
329
Callan Capital
California
$1.68M -$51.9K -2,372 -3%
PWM
330
Paulson Wealth Management
Illinois
$1.66M +$1.66M +76,018 New
OPWM
331
Oakwell Private Wealth Management
Texas
$1.66M +$6.83K +312 +0.4%
GW
332
GW & Wade
Massachusetts
$1.65M +$131 +6 +0%
BRWA
333
B. Riley Wealth Advisors
Florida
$1.65M +$78.5K +3,586 +5%
KAS
334
Kestra Advisory Services
Texas
$1.61M +$105K +4,788 +7%
MWP
335
Moller Wealth Partners
$1.61M -$477K -21,770 -23%
CF
336
Cantor Fitzgerald
New York
$1.6M -$44.7K -2,040 -3%
SIG
337
Spinnaker Investment Group
California
$1.6M -$31.9K -1,456 -2%
CFS
338
CRA Financial Services
New Jersey
$1.59M +$62.7K +2,864 +4%
SCP
339
Stevens Capital Partners
Nebraska
$1.58M +$19.9K +910 +1%
SDWMA
340
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.57M -$250K -11,396 -14%
MCM
341
Mainstay Capital Management
Michigan
$1.55M -$8.89K -406 -0.6%
ISWM
342
Independent Solutions Wealth Management
New York
$1.55M +$16.5K +754 +1%
Bank of New York Mellon
343
Bank of New York Mellon
New York
$1.55M +$1.17M +53,204 +306%
VAF
344
Values Added Financial
District of Columbia
$1.54M +$1.54M +70,474 New
OFG
345
Omega Financial Group
California
$1.54M +$56.6K +2,584 +4%
HWMG
346
Hurlow Wealth Management Group
Indiana
$1.53M -$6.48K -296 -0.4%
CA
347
Cetera Advisors
Colorado
$1.53M +$33.5K +1,528 +2%
FCM
348
Firestone Capital Management
Florida
$1.52M -$1.72K -76 -0.1%
DSC
349
Duncker Streett & Co
Missouri
$1.52M -$9.94K -454 -0.6%
EWM
350
Elmwood Wealth Management
California
$1.51M -$101K -4,598 -6%
12 13
14
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