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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 %
VCP
476
Vista Capital Partners
Oregon
$702K -$1.51K -72 -0.2%
Chevy Chase Trust
477
Chevy Chase Trust
Maryland
$702K +$52.2K +2,492 +8%
WP
478
WealthPLAN Partners
Nebraska
$697K -$42.8K -2,042 -6%
RWIA
479
Roger Wittlin Investment Advisory
California
$681K +$177K +8,456 +35%
SIC
480
Sigma Investment Counselors
Michigan
$681K +$15.9K +760 +2%
SP
481
SWS Partners
Ohio
$681K +$77K +3,674 +13%
NHC
482
Nicholas Hoffman & Company
Georgia
$678K +$8.43K +402 +1%
WAM
483
WNY Asset Management
New York
$670K +$11.1K +528 +2%
CA
484
Claro Advisors
Massachusetts
$670K +$670K +31,950 New
GWA
485
GGM Wealth Advisors
Maryland
$668K +$16.3K +776 +2%
BA
486
Bristlecone Advisors
Washington
$666K +$63.1K +3,012 +10%
VT
487
Vise Technologies
New York
$664K +$287K +13,686 +76%
AIM
488
Avity Investment Management
Connecticut
$653K +$32.5K +1,550 +5%
MMA
489
Miracle Mile Advisors
California
$651K -$4.7K -224 -0.7%
NCM
490
Northwest Capital Management
Oregon
$650K -$51K -2,434 -7%
PNC Financial Services Group
491
PNC Financial Services Group
Pennsylvania
$649K -$2.73K -130 -0.4%
SAF
492
Smith Anglin Financial
Texas
$642K -$149K -7,104 -19%
PAM
493
Pegasus Asset Management
New York
$640K -$4.61K -220 -0.7%
OCM
494
One Capital Management
California
$640K -$58.5K -2,790 -8%
SIS
495
Strategic Investment Solutions
Illinois
$634K +$3.82K +182 +0.6%
AWM
496
Aspire Wealth Management
Massachusetts
$630K -$198K -9,462 -24%
ACI
497
Alpha Cubed Investments
California
$630K +$11.9K +566 +2%
CGA
498
Crescent Grove Advisors
Illinois
$629K – – –
CAMG
499
CWA Asset Management Group
Florida
$613K – – –
CHJWM
500
Carlton Hofferkamp & Jenks Wealth Management
Texas
$613K -$23.1K -1,134 -4%
18 19
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