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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 %
SAF
501
Smith Anglin Financial
Texas
$646K -$24.9K -1,138 -4%
NRG
502
Nemes Rush Group
Michigan
$645K +$645K +29,450 New
CAMG
503
CWA Asset Management Group
Florida
$642K +$1.31K +60 +0.2%
TWP
504
Tempus Wealth Planning
California
$642K +$40.5K +1,848 +7%
WP
505
WMS Partners
Maryland
$637K -$438 -20 -0.1%
PSF
506
Pacific Sun Financial
California
$636K +$636K +30,340 New
SWP
507
Stratos Wealth Partners
Ohio
$629K -$516K -23,542 -45%
DP
508
DDD Partners
Washington
$629K +$7.01K +320 +1%
BDFN
509
Bond & Devick Financial Network
Minnesota
$627K – – –
FWP
510
FAS Wealth Partners
Kansas
$626K +$51.1K +2,332 +9%
MCM
511
Mendel Capital Management
Arkansas
$617K +$353K +16,104 +133%
SIS
512
Strategic Investment Solutions
Illinois
$617K -$1.92K -94 -0.3%
DTC
513
Davidson Trust Company
Washington
$606K – – –
BBA
514
BLB&B Advisors
Pennsylvania
$603K +$34.2K +1,560 +6%
EWM
515
Evermay Wealth Management
Virginia
$599K +$219 +10 +0%
AWE
516
Avidian Wealth Enterprises
Texas
$595K +$63.9K +2,916 +12%
PCM
517
Pennsylvania Capital Management
Pennsylvania
$591K – – –
BA
518
Bridgewater Advisors
New York
$589K -$788 -36 -0.1%
CIR
519
Clear Investment Research
Georgia
$580K +$37.7K +1,722 +7%
OCM
520
One Capital Management
California
$577K -$91.5K -4,180 -14%
WAS
521
Wealth Advisory Solutions
Indiana
$572K +$572K +46,482 New
WCM
522
Wealthcare Capital Management
Virginia
$569K +$135K +6,158 +31%
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$568K – – –
AL
524
ACAS LLC
California
$566K -$15.5K -706 -3%
AWA
525
Acorn Wealth Advisors
Michigan
$561K -$54.6K -2,492 -9%
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