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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 %
PAM
476
Pegasus Asset Management
New York
$735K +$65.7K +3,000 +10%
ZF
477
Zhang Financial
Michigan
$732K -$26.7K -1,210 -4%
SIC
478
Sigma Investment Counselors
Michigan
$724K +$12.3K +562 +2%
WP
479
WealthPLAN Partners
Nebraska
$717K -$11.7K -532 -2%
CF
480
Centaurus Financial
California
$715K -$81.6K -3,728 -10%
RWIA
481
Roger Wittlin Investment Advisory
California
$714K +$2.5K +114 +0.4%
ACA
482
Aspire Capital Advisors
Washington
$713K -$3.49M -159,586 -83%
VCP
483
Vista Capital Partners
Oregon
$713K -$20.1K -920 -3%
ASN
484
Advisory Services Network
Georgia
$706K -$121K -5,526 -15%
FSWA
485
Financial Synergies Wealth Advisors
Texas
$695K -$113K -5,144 -14%
DWM
486
Dechtman Wealth Management
Colorado
$692K +$692K +31,614 New
LTL
487
Lowery Thomas LLC
California
$688K +$89K +4,066 +15%
Chevy Chase Trust
488
Chevy Chase Trust
Maryland
$685K -$48K -2,190 -7%
EI
489
Ellevest Inc
New York
$681K +$49.2K +2,248 +8%
CHJWM
490
Carlton Hofferkamp & Jenks Wealth Management
Texas
$681K +$2.26K +100 +0.3%
NCM
491
Northwest Capital Management
Oregon
$679K – – –
VT
492
Vise Technologies
New York
$674K -$19.7K -898 -3%
FANJ
493
Financial Architects (New Jersey)
New Jersey
$670K +$108K +4,950 +19%
AIM
494
Avity Investment Management
Connecticut
$668K -$14.2K -650 -2%
AWM
495
Aspire Wealth Management
Massachusetts
$663K +$4.69K +214 +0.7%
APSI
496
Asset Planning Services Inc
Louisiana
$661K +$21.7K +990 +3%
CGA
497
Crescent Grove Advisors
Illinois
$657K – – –
ACI
498
Alpha Cubed Investments
California
$652K -$5.91K -270 -0.9%
BFA
499
Beaumont Financial Advisors
Massachusetts
$649K -$106K -4,824 -14%
SP
500
SWS Partners
Ohio
$647K -$64K -2,922 -9%
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