SCHA icon

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.

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
1
Charles Schwab Investment Advisory
California
$3.06B
2
Cerity Partners
2
Cerity Partners
New York
$81.2M
3
SIS
3
Strategic Investment Solutions
Illinois
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.4M
5
Creative Planning
5
Creative Planning
Kansas
$101M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$449M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$65M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.6M
4
AG
4
Appleton Group
Wisconsin
$598K
5
HP
5
Hilltop Partners
Indiana
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$40.4M +$247K +11,928 +0.6%
UCFA
27
United Capital Financial Advisors
Texas
$39.1M -$601K -29,042 -2%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$33.6M +$2.55M +122,996 +8%
KFC
29
Klingenstein Fields & Co
New York
$29.3M -$23.3K -1,124 -0.1%
PCIA
30
Prime Capital Investment Advisors
Kansas
$25.6M -$11.1M -534,636 -30%
RWM
31
RKL Wealth Management
Pennsylvania
$24.7M +$29.5K +1,422 +0.1%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$24.2M -$259K -12,524 -1%
MGIA
33
Moneta Group Investment Advisors
Missouri
$23.2M +$2.96M +142,988 +15%
Corient Private Wealth
34
Corient Private Wealth
Florida
$21.9M -$38.6K -1,866 -0.2%
VWA
35
Visionary Wealth Advisors
Illinois
$21.8M -$1.48M -71,430 -6%
MM
36
Meridian Management
Arkansas
$21.4M +$307K +14,818 +1%
BPA
37
Beacon Pointe Advisors
California
$21M +$2.86M +138,238 +16%
MAG
38
Mokosak Advisory Group
Iowa
$20.6M +$380K +18,344 +2%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$19.5M – – –
SFS
40
Summit Financial Strategies
Ohio
$19.4M +$360K +17,364 +2%
BWL
41
Bogart Wealth LLC
Virginia
$18.7M +$741K +35,766 +4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$17.8M +$7.84M +378,240 +79%
Wells Fargo
43
Wells Fargo
California
$17.3M +$352K +16,994 +2%
BWA
44
BlueSky Wealth Advisors
North Carolina
$17.2M +$1.17M +56,402 +7%
NFW
45
Noble Family Wealth
Florida
$16.9M -$143K -6,928 -0.8%
GBWM
46
Granite Bay Wealth Management
New Hampshire
$16.6M +$16.6M +755,968 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$16.6M +$3.02M +145,146 +22%
FI
48
FIDELIS iM
Oregon
$16M +$323K +15,590 +2%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.4M -$121K -5,840 -0.8%
FWM
50
ForthRight Wealth Management
Georgia
$14.8M +$60.5K +2,920 +0.4%
1
2
3 4 5