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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 %
GC
426
Grimes & Company
Massachusetts
$895K -$207 -10 -0%
AO
427
Advisor OS
Illinois
$893K +$14.6K +706 +2%
CAM
428
Cozad Asset Management
Illinois
$878K – – –
DWT
429
Dorsey & Whitney Trust
South Dakota
$873K – – –
NL
430
NWAM LLC
Washington
$871K +$8.82K +426 +1%
KJWM
431
Kiley Juergens Wealth Management
Washington
$870K -$6.21K -300 -0.7%
RWA
432
Roberts Wealth Advisors
California
$870K +$20.3K +1,000 +2%
SHJ
433
Sharkey, Howes & Javer
Colorado
$869K +$156K +7,522 +22%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$869K -$7.83K -378 -0.9%
MCM
435
Mitchell Capital Management
Kansas
$868K -$125K -6,056 -13%
OC
436
Oarsman Capital
Wisconsin
$866K -$11.7K -566 -1%
RTL
437
Red Tortoise LLC
Georgia
$864K +$1.99K +96 +0.2%
Renaissance Technologies
438
Renaissance Technologies
New York
$862K +$634K +30,600 +278%
EFM
439
Eley Financial Management
Vermont
$860K -$41.4K -1,990 -5%
VPIM
440
Vanguard Personalized Indexing Management
California
$859K – – –
OCG
441
Opus Capital Group
Ohio
$855K +$19.3K +932 +2%
WBCM
442
Wilson & Boucher Capital Management
California
$853K +$8.37K +404 +1%
CCG
443
Coastwise Capital Group
California
$851K +$3.65K +176 +0.4%
KWM
444
Kingsview Wealth Management
Oregon
$818K +$12.1K +586 +2%
SCM
445
SOL Capital Management
Maryland
$813K -$559K -26,996 -41%
YIA
446
YHB Investment Advisors
Connecticut
$813K -$18.8K -910 -2%
BWM
447
Blossom Wealth Management
California
$812K +$5.92K +286 +0.7%
MSWMA
448
Market Street Wealth Management Advisors
Indiana
$803K -$49.2K -2,376 -6%
CA
449
Clearstead Advisors
Ohio
$796K +$533K +25,756 +203%
SFG
450
SNS Financial Group
Minnesota
$792K -$33.6K -1,624 -4%
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