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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 %
WPA
376
West Paces Advisors
Georgia
$1.16M – – –
SPFA
377
Summit Place Financial Advisors
New Jersey
$1.15M -$254K -12,280 -18%
SWA
378
Stratos Wealth Advisors
Ohio
$1.15M +$61K +2,944 +6%
NP
379
NorthRock Partners
Minnesota
$1.14M +$1.14M +55,256 New
CFG
380
Cooper Financial Group
California
$1.14M +$83 +4 +0%
WIM
381
Warwick Investment Management
Texas
$1.13M +$64.4K +3,108 +6%
WCM
382
Wisconsin Capital Management
Wisconsin
$1.12M – – –
BPWM
383
Badgley Phelps Wealth Managers
Washington
$1.12M -$9.82K -474 -0.9%
CA
384
Cambridge Advisors
Nebraska
$1.11M -$120K -5,782 -10%
CS
385
Crescent Sterling
Louisiana
$1.1M -$12.4K -598 -1%
CAL
386
Capital Analysts LLC
Pennsylvania
$1.09M +$61.3K +2,962 +6%
PA
387
PFG Advisors
Arizona
$1.08M -$183K -8,844 -14%
HI
388
Harbour Investments
Wisconsin
$1.08M -$20.2K -974 -2%
PSCM
389
Per Stirling Capital Management
Texas
$1.07M +$6.88K +332 +0.6%
AWM
390
Abound Wealth Management
Tennessee
$1.07M +$15.5K +746 +1%
FBB
391
Fulton Breakefield Broenniman
Maryland
$1.07M +$2.57K +124 +0.2%
PCM
392
Passive Capital Management
Maryland
$1.07M -$6.88K -332 -0.6%
Citadel Advisors
393
Citadel Advisors
Florida
$1.06M +$867K +41,886 +442%
PCMC
394
Private Capital Management (Colorado)
Colorado
$1.06M -$113K -5,446 -10%
Northern Trust
395
Northern Trust
Illinois
$1.06M +$32.9K +1,588 +3%
PWMAG
396
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M -$128K -6,202 -11%
BI
397
Berkeley Inc
Idaho
$1.05M -$23.3K -1,126 -2%
OFS
398
OneAscent Financial Services
Alabama
$1.05M +$1.05M +50,662 New
PA
399
Parallel Advisors
California
$1.05M -$193K -9,302 -16%
PWW
400
Pettyjohn Wood & White
Virginia
$1.05M +$16.6K +800 +2%
14 15
16
17 18