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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 %
IFS
451
Ifrah Financial Services
Arkansas
$791K +$3.6K +174 +0.5%
Baird Financial Group
452
Baird Financial Group
Wisconsin
$790K -$212K -10,258 -21%
MW
453
MBL Wealth
North Carolina
$782K -$1.2K -58 -0.2%
GWA
454
GGM Wealth Advisors
Maryland
$777K +$14.7K +712 +2%
WIC
455
Woodmont Investment Counsel
Tennessee
$771K -$22K -1,060 -3%
CFO
456
CVA Family Office
Colorado
$765K -$41 -2 -0%
BA
457
Bristlecone Advisors
Washington
$763K +$21.1K +1,018 +3%
ACA
458
Aspire Capital Advisors
Washington
$754K +$79.6K +3,844 +12%
TCM
459
Twele Capital Management
Minnesota
$749K -$2.07K -100 -0.3%
SAM
460
S.A. Mason
Michigan
$746K -$39.4K -1,902 -5%
C1AG
461
Client 1st Advisory Group
Florida
$739K -$547K -26,412 -43%
CAP
462
Columbia Advisory Partners
Washington
$733K -$8.16K -394 -1%
RPG
463
Resource Planning Group
Georgia
$724K -$11.6K -560 -2%
KC
464
Kades & Cheifetz
Pennsylvania
$723K -$49.4K -2,384 -6%
CA
465
Claro Advisors
Massachusetts
$723K -$2.15K -104 -0.3%
SP
466
SWS Partners
Ohio
$721K +$109K +5,260 +18%
GIA
467
GHP Investment Advisors
Colorado
$721K -$9.49K -474 -1%
PSIWM
468
Paradigm Strategies in Wealth Management
Minnesota
$719K +$1.91K +92 +0.3%
LWM
469
Laidlaw Wealth Management
New York
$717K -$357K -17,244 -33%
IFA
470
Index Fund Advisors
California
$716K +$10.7K +516 +2%
RWIA
471
Roger Wittlin Investment Advisory
California
$714K +$38.9K +1,878 +6%
SWP
472
Stratos Wealth Partners
Ohio
$708K +$113K +5,466 +19%
NHC
473
Nicholas Hoffman & Company
Georgia
$706K -$1.78K -86 -0.3%
EPM
474
Elm Partners Management
Pennsylvania
$705K -$34.1K -1,648 -5%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$696K -$12.6K -610 -2%
17 18
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