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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 %
EWM
351
Elmwood Wealth Management
California
$1.35M -$81.4K -3,930 -6%
LC
352
LTG Capital
Massachusetts
$1.35M +$1.66K +80 +0.1%
AGC
353
Aspen Grove Capital
Colorado
$1.33M +$277K +13,382 +26%
BP
354
BCK Partners
New York
$1.33M -$24.6K -1,190 -2%
FCM
355
Firestone Capital Management
Florida
$1.33M -$67.1K -3,240 -5%
OFG
356
Omega Financial Group
California
$1.32M -$132K -6,366 -9%
AAS
357
Ameritas Advisory Services
Nebraska
$1.31M +$859K +41,888 +192%
LHEI
358
Leo H. Evart Inc
California
$1.3M -$118K -5,694 -8%
PWA
359
Pillar Wealth Advisors
Pennsylvania
$1.3M -$38.1K -1,838 -3%
HP
360
Hilltop Partners
Indiana
$1.29M -$9.78M -472,120 -88%
GWWM
361
Great Waters Wealth Management
Minnesota
$1.28M -$48.7K -2,404 -4%
JGCM
362
Joseph Group Capital Management
Ohio
$1.28M +$56K +2,702 +5%
JCIA
363
Jackson Creek Investment Advisors
Colorado
$1.25M +$22.2K +1,074 +2%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$1.24M -$52.6K -2,542 -4%
Millennium Management
365
Millennium Management
New York
$1.23M +$1.23M +59,512 New
CWM
366
Campbell Wealth Management
Virginia
$1.23M +$25.6K +1,238 +2%
AWM
367
Avior Wealth Management
Nebraska
$1.23M -$7.08K -342 -0.6%
NIM
368
Nicollet Investment Management
Minnesota
$1.23M +$497 +24 +0%
QCG
369
Quadrant Capital Group
Ohio
$1.22M -$97K -4,682 -7%
ICG
370
InterOcean Capital Group
Tennessee
$1.22M +$57.4K +2,770 +5%
GWM
371
Greenhouse Wealth Management
Connecticut
$1.21M +$3.52K +170 +0.3%
MIA
372
Milestone Investment Advisors
Wisconsin
$1.21M – – –
VCM
373
Virtue Capital Management
Tennessee
$1.2M – – –
BJL
374
Brighton Jones LLC
Washington
$1.2M +$68.6K +3,310 +6%
ACG
375
Allen Capital Group
Nebraska
$1.18M +$60.7K +2,972 +5%
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