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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 %
OPWM
326
Oakwell Private Wealth Management
Texas
$1.56M -$7.21K -348 -0.5%
JWS
327
Juncture Wealth Strategies
Arizona
$1.56M -$54.7K -2,642 -3%
CAG
328
Curtis Advisory Group
California
$1.55M -$1.05M -50,830 -40%
WMWM
329
Whitaker-Myers Wealth Managers
Ohio
$1.55M -$361K -17,448 -19%
PWM
330
Paulson Wealth Management
Illinois
$1.54M -$29.5K -1,424 -2%
AAS
331
Avantax Advisory Services
Texas
$1.53M +$139K +6,708 +10%
VAF
332
Values Added Financial
District of Columbia
$1.53M +$70.5K +3,404 +5%
BCM
333
Boltwood Capital Management
California
$1.51M +$94K +4,540 +7%
MWP
334
Moller Wealth Partners
$1.5M -$24.1K -1,162 -2%
AIA
335
Armor Investment Advisors
North Carolina
$1.5M -$100K -4,836 -6%
SCP
336
Stevens Capital Partners
Nebraska
$1.49M -$12.8K -616 -0.9%
AIM
337
Aspen Investment Management
Michigan
$1.47M +$99.7K +4,814 +7%
CFS
338
CRA Financial Services
New Jersey
$1.46M -$44.8K -2,162 -3%
CF
339
Cantor Fitzgerald
New York
$1.45M -$71.4K -3,450 -5%
DSC
340
Duncker Streett & Co
Missouri
$1.44M +$538 +26 +0%
KAS
341
Kestra Advisory Services
Texas
$1.44M -$87.8K -4,240 -6%
AFAS
342
Acorn Financial Advisory Services
Virginia
$1.43M +$46.2K +2,260 +3%
SIG
343
Spinnaker Investment Group
California
$1.43M -$80K -3,864 -5%
HWMG
344
Hurlow Wealth Management Group
Indiana
$1.43M -$13.5K -654 -0.9%
LCM
345
Liberty Capital Management
Michigan
$1.43M +$30.7K +1,484 +2%
SDWMA
346
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.41M -$73.9K -3,570 -5%
EFS
347
Econ Financial Services
Pennsylvania
$1.41M -$901K -43,514 -39%
AIA
348
Arcadia Investment Advisors
Idaho
$1.4M -$20.4K -984 -1%
CIA
349
Cape Investment Advisory
Georgia
$1.38M +$11.8K +568 +0.9%
MCM
350
Mainstay Capital Management
Michigan
$1.35M -$119K -5,736 -8%
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