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 %
OMC
401
Old Mission Capital
Illinois
$1.12M +$1.12M +51,200 New
AWM
402
Abound Wealth Management
Tennessee
$1.12M -$4.16K -190 -0.4%
AGC
403
Aspen Grove Capital
Colorado
$1.12M +$1.12M +50,956 New
TCM
404
Tradewinds Capital Management
Washington
$1.1M -$95.8K -4,374 -8%
SAM
405
Summit Asset Management
Tennessee
$1.09M -$119K -5,436 -10%
MMHP
406
Murphy Middleton Hinkle & Parker
Georgia
$1.09M -$2.02K -92 -0.2%
CAL
407
Capital Analysts LLC
Pennsylvania
$1.09M -$188K -8,582 -15%
PWW
408
Pettyjohn Wood & White
Virginia
$1.09M +$2.19K +100 +0.2%
Northern Trust
409
Northern Trust
Illinois
$1.09M -$114K -5,222 -10%
LFA
410
Laraway Financial Advisors
Minnesota
$1.08M -$40.1K -1,830 -4%
CG
411
Cynosure Group
Utah
$1.07M +$1.07M +48,994 New
AFS
412
Access Financial Services
Minnesota
$1.07M -$19.9K -908 -2%
Baird Financial Group
413
Baird Financial Group
Wisconsin
$1.06M -$41.6K -1,898 -4%
NGA
414
Naples Global Advisors
Florida
$1.05M -$9.37K -428 -0.9%
MCM
415
Mitchell Capital Management
Kansas
$1.05M -$96K -4,382 -8%
SSWM
416
Sheets Smith Wealth Management
North Carolina
$1.04M +$4.25K +194 +0.4%
OFS
417
Oldfather Financial Services
Nebraska
$1.03M +$178K +8,128 +21%
HCM
418
Hengehold Capital Management
Ohio
$1.03M +$10.9K +496 +1%
GCA
419
Gradient Capital Advisors
California
$1.02M +$4.6K +210 +0.5%
MCM
420
Mengis Capital Management
Oregon
$1.02M -$31.8K -1,452 -3%
SWM
421
Spire Wealth Management
Virginia
$1.02M -$45.8K -2,092 -4%
SB
422
Strategic Blueprint
Georgia
$1M -$617K -28,164 -38%
RC
423
Roundview Capital
New Jersey
$996K +$175 +8 +0%
MG
424
MilWealth Group
Wisconsin
$995K – – –
CAG
425
Csenge Advisory Group
Florida
$986K +$71.7K +3,272 +8%
15 16
17
18 19