SCHA icon

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 %
WT
401
Whittier Trust
California
$1.04M -$105K -5,072 -9%
TCM
402
Tradewinds Capital Management
Washington
$1.04M -$7.58K -366 -0.7%
MMHP
403
Murphy Middleton Hinkle & Parker
Georgia
$1.03M -$2.53K -122 -0.2%
SSWM
404
Sheets Smith Wealth Management
North Carolina
$1.02M +$39.2K +1,892 +4%
SAM
405
Summit Asset Management
Tennessee
$1.02M -$13.7K -660 -1%
AFS
406
Access Financial Services
Minnesota
$1.02M +$4.06K +196 +0.4%
PIA
407
Panoramic Investment Advisors
Colorado
$1.02M +$1.02M +49,048 New
CAG
408
Csenge Advisory Group
Florida
$995K +$61.8K +2,984 +7%
NGA
409
Naples Global Advisors
Florida
$994K – – –
MCM
410
Mengis Capital Management
Oregon
$989K +$21.3K +1,028 +2%
CP
411
Capital Planning
Washington
$980K +$980K +47,308 New
OFS
412
Oldfather Financial Services
Nebraska
$973K -$580 -28 -0.1%
SWM
413
Spire Wealth Management
Virginia
$973K +$10.4K +502 +1%
HCM
414
Hengehold Capital Management
Ohio
$972K +$207 +10 +0%
PL
415
Plancorp LLC
Missouri
$970K +$684K +33,050 +240%
LFA
416
Laraway Financial Advisors
Minnesota
$963K -$59.4K -2,868 -6%
RC
417
Roundview Capital
New Jersey
$950K +$8.2K +396 +0.9%
EW
418
Evoke Wealth
California
$949K +$714K +34,486 +304%
WCM
419
Wealthcare Capital Management
Virginia
$948K +$410K +19,816 +76%
EH
420
Equitable Holdings
New York
$948K +$216K +10,426 +29%
GFP
421
Guardian Financial Partners
California
$944K +$944K +45,586 New
MG
422
MilWealth Group
Wisconsin
$941K – – –
GCA
423
Gradient Capital Advisors
California
$934K -$34.5K -1,668 -4%
IF
424
Ironwood Financial
Arizona
$907K -$15K -722 -2%
AWS
425
Atria Wealth Solutions
New York
$896K -$204K -9,840 -19%
15 16
17
18 19