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.

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 %
KOC
476
Koss-Olinger Consulting
Florida
$695K -$11.1K -534 -2%
WP
477
WealthPLAN Partners
Nebraska
$693K +$15.5K +746 +2%
SIC
478
Sigma Investment Counselors
Michigan
$688K +$3.31K +160 +0.5%
EI
479
Ellevest Inc
New York
$686K +$42.4K +2,048 +7%
VT
480
Vise Technologies
New York
$683K +$45.8K +2,212 +7%
CG
481
Colony Group
Massachusetts
$673K +$414K +19,990 +160%
VCP
482
Vista Capital Partners
Oregon
$669K -$5.05K -244 -0.7%
CG
483
Cynosure Group
Utah
$665K -$350K -16,896 -34%
Fisher Asset Management
484
Fisher Asset Management
Washington
$663K +$336K +16,234 +103%
WP
485
WealthSource Partners
California
$662K -$45.6K -2,200 -6%
LTL
486
Lowery Thomas LLC
California
$658K +$7.62K +368 +1%
CF
487
Centaurus Financial
California
$657K -$19K -916 -3%
DWM
488
Dechtman Wealth Management
Colorado
$657K +$2.48K +120 +0.4%
LGWM
489
Litman Gregory Wealth Management
California
$657K -$119K -5,756 -15%
Chevy Chase Trust
490
Chevy Chase Trust
Maryland
$648K – – –
ZF
491
Zhang Financial
Michigan
$641K -$42.8K -2,074 -6%
MCM
492
Mendel Capital Management
Arkansas
$635K +$51.6K +2,492 +9%
ASN
493
Advisory Services Network
Georgia
$635K -$32.8K -1,582 -5%
NCM
494
Northwest Capital Management
Oregon
$634K -$8.57K -414 -1%
PAM
495
Pegasus Asset Management
New York
$632K -$62.1K -3,000 -9%
MA
496
Mutual Advisors
Nebraska
$628K -$122K -5,878 -16%
FSWA
497
Financial Synergies Wealth Advisors
Texas
$625K -$32.3K -1,560 -5%
ACI
498
Alpha Cubed Investments
California
$622K +$5.05K +244 +0.8%
CGA
499
Crescent Grove Advisors
Illinois
$621K – – –
PSF
500
Pacific Sun Financial
California
$619K -$9.53K -460 -2%
18 19
20
21 22