SCHA icon

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 %
AIA
351
Arcadia Investment Advisors
Idaho
$1.5M -$21.9K -1,002 -1%
LHEI
352
Leo H. Evart Inc
California
$1.5M -$15.2K -692 -1%
BCM
353
Boltwood Capital Management
California
$1.5M +$385K +17,600 +35%
SPFA
354
Summit Place Financial Advisors
New Jersey
$1.49M -$25K -1,140 -2%
AFAS
355
Acorn Financial Advisory Services
Virginia
$1.48M +$103K +4,682 +7%
LCM
356
Liberty Capital Management
Michigan
$1.48M +$68.1K +3,108 +5%
AAS
357
Avantax Advisory Services
Texas
$1.47M -$7.45K -340 -0.5%
DWMG
358
DB Wealth Management Group
California
$1.45M -$745 -34 -0.1%
SCM
359
SOL Capital Management
Maryland
$1.45M -$549K -25,052 -27%
AIM
360
Aspen Investment Management
Michigan
$1.45M +$3.99K +182 +0.3%
CIA
361
Cape Investment Advisory
Georgia
$1.45M -$18.7K -852 -1%
GWWM
362
Great Waters Wealth Management
Minnesota
$1.43M -$73.4K -3,350 -5%
BP
363
BCK Partners
New York
$1.43M -$197K -8,984 -12%
LC
364
LTG Capital
Massachusetts
$1.42M +$1.4K +64 +0.1%
PWA
365
Pillar Wealth Advisors
Pennsylvania
$1.41M -$44.8K -2,044 -3%
QCG
366
Quadrant Capital Group
Ohio
$1.4M -$1.01K -46 -0.1%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$1.36M -$560K -25,592 -29%
C1AG
368
Client 1st Advisory Group
Florida
$1.36M -$324K -14,812 -19%
PA
369
PFG Advisors
Arizona
$1.34M -$102K -4,656 -7%
PA
370
Parallel Advisors
California
$1.31M -$29.3K -1,336 -2%
KFS
371
Kaizen Financial Strategies
California
$1.31M +$180K +7,976 +16%
AWM
372
Avior Wealth Management
Nebraska
$1.31M +$5.13K +234 +0.4%
CA
373
Cambridge Advisors
Nebraska
$1.3M +$3.81K +174 +0.3%
JCIA
374
Jackson Creek Investment Advisors
Colorado
$1.3M +$15K +684 +1%
NIM
375
Nicollet Investment Management
Minnesota
$1.3M – – –
13 14
15
16 17