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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 %
CA
351
Cetera Advisors
Colorado
$1.43M +$143K +6,818 +11%
AAS
352
Avantax Advisory Services
Texas
$1.42M -$949K -45,282 -40%
OFG
353
Omega Financial Group
California
$1.42M -$10.7K -510 -0.7%
FCM
354
Firestone Capital Management
Florida
$1.41M +$78.5K +3,742 +6%
WC
355
Waterloo Capital
Texas
$1.4M +$1.4M +66,938 New
CIA
356
Cape Investment Advisory
Georgia
$1.4M +$1.4M +66,850 New
PWA
357
Pillar Wealth Advisors
Pennsylvania
$1.39M -$4.82K -230 -0.3%
DWMG
358
DB Wealth Management Group
California
$1.39M -$23.6K -1,124 -2%
AIM
359
Aspen Investment Management
Michigan
$1.38M -$6.96K -332 -0.5%
PA
360
PFG Advisors
Arizona
$1.38M -$103K -4,918 -7%
PCMC
361
Private Capital Management (Colorado)
Colorado
$1.37M +$38.7K +1,846 +3%
LC
362
LTG Capital
Massachusetts
$1.36M -$19.5K -932 -1%
JGCM
363
Joseph Group Capital Management
Ohio
$1.35M -$69.3K -3,304 -5%
LCM
364
Liberty Capital Management
Michigan
$1.35M +$252 +12 +0%
QCG
365
Quadrant Capital Group
Ohio
$1.34M -$279K -13,326 -17%
AFAS
366
Acorn Financial Advisory Services
Virginia
$1.32M +$24.6K +1,172 +2%
PA
367
Parallel Advisors
California
$1.28M +$89.3K +4,260 +7%
CFG
368
Cooper Financial Group
California
$1.25M -$1.13K -54 -0.1%
AWM
369
Avior Wealth Management
Nebraska
$1.24M +$21.8K +1,042 +2%
CA
370
Cambridge Advisors
Nebraska
$1.24M -$18.5K -882 -1%
NIM
371
Nicollet Investment Management
Minnesota
$1.24M – – –
CFGSD
372
Compass Financial Group (South Dakota)
South Dakota
$1.23M +$362K +17,254 +42%
CWM
373
Campbell Wealth Management
Virginia
$1.23M -$45.7K -2,180 -4%
AAS
374
Ameritas Advisory Services
Nebraska
$1.23M -$284K -13,624 -19%
JCIA
375
Jackson Creek Investment Advisors
Colorado
$1.23M +$1.13K +54 +0.1%
13 14
15
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