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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 %
DWM
426
Dakota Wealth Management
Florida
$978K +$680K +31,068 +229%
IF
427
Ironwood Financial
Arizona
$975K +$18.9K +862 +2%
FNBT
428
FineMark National Bank & Trust
Florida
$952K +$15.5K +710 +2%
EFM
429
Eley Financial Management
Vermont
$950K +$9.29K +424 +1%
GC
430
Grimes & Company
Massachusetts
$947K -$172K -7,862 -15%
HFP
431
Holistic Financial Partners
Indiana
$938K -$283K -12,900 -23%
AO
432
Advisor OS
Illinois
$929K +$352K +16,080 +61%
OC
433
Oarsman Capital
Wisconsin
$928K -$35.2K -1,608 -4%
CAM
434
Cozad Asset Management
Illinois
$928K -$44.5K -2,034 -5%
WCWM
435
Wooster Corthell Wealth Management
Connecticut
$927K -$31.5K -1,440 -3%
KJWM
436
Kiley Juergens Wealth Management
Washington
$927K +$8.19K +374 +0.9%
DWT
437
Dorsey & Whitney Trust
South Dakota
$924K – – –
RWA
438
Roberts Wealth Advisors
California
$914K -$1.71K -78 -0.2%
NL
439
NWAM LLC
Washington
$912K +$373K +17,010 +69%
RTL
440
Red Tortoise LLC
Georgia
$912K -$6.22K -284 -0.7%
VPIM
441
Vanguard Personalized Indexing Management
California
$909K -$12.8K -584 -1%
MSWMA
442
Market Street Wealth Management Advisors
Indiana
$902K -$182K -8,298 -17%
CCG
443
Coastwise Capital Group
California
$896K +$832 +38 +0.1%
WBCM
444
Wilson & Boucher Capital Management
California
$893K -$13K -594 -1%
OCG
445
Opus Capital Group
Ohio
$884K -$16.9K -770 -2%
YIA
446
YHB Investment Advisors
Connecticut
$879K +$2.63K +120 +0.3%
SFG
447
SNS Financial Group
Minnesota
$873K -$78.1K -3,566 -8%
BWM
448
Blossom Wealth Management
California
$853K +$54.8K +2,500 +7%
KWM
449
Kingsview Wealth Management
Oregon
$852K -$122K -5,590 -13%
WIC
450
Woodmont Investment Counsel
Tennessee
$839K -$229K -10,456 -21%
16 17
18
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