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 %
IFS
451
Ifrah Financial Services
Arkansas
$832K +$15.1K +688 +2%
MW
452
MBL Wealth
North Carolina
$828K – – –
LGWM
453
Litman Gregory Wealth Management
California
$821K +$821K +37,480 New
GWA
454
GGM Wealth Advisors
Maryland
$820K +$110K +4,930 +15%
KC
455
Kades & Cheifetz
Pennsylvania
$816K +$50.3K +2,296 +7%
GIA
456
GHP Investment Advisors
Colorado
$813K -$54.9K -2,466 -6%
CFO
457
CVA Family Office
Colorado
$809K +$15.8K +720 +2%
SAM
458
S.A. Mason
Michigan
$795K – – –
TCM
459
Twele Capital Management
Minnesota
$794K +$8.23K +376 +1%
MA
460
Mutual Advisors
Nebraska
$793K -$55.5K -2,536 -7%
BA
461
Bristlecone Advisors
Washington
$784K +$88.5K +4,042 +13%
CAP
462
Columbia Advisory Partners
Washington
$784K -$14.2K -650 -2%
EPM
463
Elm Partners Management
Pennsylvania
$782K -$204K -9,308 -21%
RPG
464
Resource Planning Group
Georgia
$778K -$7.8K -356 -1%
EH
465
Equitable Holdings
New York
$774K +$188K +8,578 +32%
AWA
466
Arete Wealth Advisors
Illinois
$767K -$445K -20,308 -37%
CA
467
Claro Advisors
Massachusetts
$766K +$66.7K +3,044 +10%
PSIWM
468
Paradigm Strategies in Wealth Management
Minnesota
$758K +$2.06K +94 +0.3%
SHJ
469
Sharkey, Howes & Javer
Colorado
$754K -$55.3K -2,524 -7%
PNC Financial Services Group
470
PNC Financial Services Group
Pennsylvania
$749K +$71.7K +3,272 +11%
NHC
471
Nicholas Hoffman & Company
Georgia
$749K +$40.7K +1,860 +6%
WP
472
WealthSource Partners
California
$749K -$1.71K -78 -0.2%
WAM
473
WNY Asset Management
New York
$747K +$47.1K +2,150 +7%
KOC
474
Koss-Olinger Consulting
Florida
$746K -$657 -30 -0.1%
IFA
475
Index Fund Advisors
California
$746K +$5.48K +250 +0.7%
17 18
19
20 21