SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
FFN
Focus Financial Network
Minnesota
+$12.2M
4
Jane Street
Jane Street
New York
+$11.8M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$113M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$56.9M
3
TCM
Tradewinds Capital Management
Washington
-$27.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
5
AT
American Trust
Kentucky
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
451
GHP Investment Advisors
Colorado
$817K +$20.4K +972 +3%
OFS
452
Oldfather Financial Services
Nebraska
$815K -$6.12K -292 -0.7%
MA
453
Mutual Advisors
Nebraska
$813K -$144K -6,854 -15%
SIMM
454
Stillwater Investment Management (Minnesota)
Minnesota
$805K +$2.68K +128 +0.3%
SAM
455
S.A. Mason
Michigan
$795K – – –
MW
456
MBL Wealth
North Carolina
$793K -$25.2K -1,200 -3%
ASN
457
Advisory Services Network
Georgia
$792K -$26.2K -1,252 -3%
IFS
458
Ifrah Financial Services
Arkansas
$782K -$1.05K -50 -0.1%
SHJ
459
Sharkey, Howes & Javer
Colorado
$775K -$190K -9,064 -20%
FSWA
460
Financial Synergies Wealth Advisors
Texas
$773K -$5.03K -240 -0.6%
BWM
461
Blossom Wealth Management
California
$764K +$8.64K +412 +1%
CAP
462
Columbia Advisory Partners
Washington
$764K -$378K -18,046 -33%
CF
463
Centaurus Financial
California
$763K -$19K -906 -2%
CFO
464
CVA Family Office
Colorado
$759K -$8.01K -382 -1%
TCM
465
Twele Capital Management
Minnesota
$753K -$53.4K -2,546 -7%
RPG
466
Resource Planning Group
Georgia
$752K -$210K -10,008 -22%
CG
467
Colony Group
Massachusetts
$738K -$49.3K -2,354 -6%
KC
468
Kades & Cheifetz
Pennsylvania
$733K +$71.3K +3,400 +11%
PSIWM
469
Paradigm Strategies in Wealth Management
Minnesota
$724K -$154K -7,322 -18%
PCWA
470
Pacific Capital Wealth Advisors
California
$722K -$175K -8,370 -20%
BFA
471
Beaumont Financial Advisors
Massachusetts
$722K +$84 +4 +0%
ZF
472
Zhang Financial
Michigan
$720K -$339K -16,160 -32%
WP
473
WealthSource Partners
California
$718K -$128K -6,088 -15%
KOC
474
Koss-Olinger Consulting
Florida
$715K -$46.5K -2,218 -6%
IFA
475
Index Fund Advisors
California
$709K +$26.1K +1,244 +4%
17 18
19
20 21