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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 %
APSI
501
Asset Planning Services Inc
Louisiana
$615K -$10.3K -496 -2%
TWP
502
Tempus Wealth Planning
California
$610K +$2.69K +130 +0.4%
CAMG
503
CWA Asset Management Group
Florida
$607K – – –
NRG
504
Nemes Rush Group
Michigan
$601K -$9.15K -442 -2%
SB
505
Strategic Blueprint
Georgia
$600K -$346K -16,716 -37%
FC
506
FCA Corp
Texas
$600K +$74.6K +3,604 +14%
AG
507
Appleton Group
Wisconsin
$598K -$10.1M -486,190 -94%
DP
508
DDD Partners
Washington
$597K +$18.7K +930 +3%
S
509
SignatureFD
Georgia
$595K +$83.1K +4,012 +16%
BFA
510
Beaumont Financial Advisors
Massachusetts
$594K -$19.5K -942 -3%
WP
511
WMS Partners
Maryland
$593K -$9.28K -448 -2%
BDFN
512
Bond & Devick Financial Network
Minnesota
$593K – – –
CWM
513
Cedar Wealth Management
California
$592K +$89.9K +4,340 +18%
WWM
514
Western Wealth Management
Colorado
$591K +$196K +9,446 +49%
CHJWM
515
Carlton Hofferkamp & Jenks Wealth Management
Texas
$580K -$385 -20 -0.1%
SAF
516
Smith Anglin Financial
Texas
$580K -$31K -1,498 -5%
FWP
517
FAS Wealth Partners
Kansas
$577K -$14.5K -702 -2%
PCM
518
Pennsylvania Capital Management
Pennsylvania
$575K +$16.2K +780 +3%
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$575K +$258K +12,466 +82%
DTC
520
Davidson Trust Company
Washington
$573K – – –
DCM
521
Donaldson Capital Management
Indiana
$569K +$569K +27,458 New
AWA
522
Acorn Wealth Advisors
Michigan
$567K +$36.2K +1,750 +7%
EWM
523
Evermay Wealth Management
Virginia
$564K -$2.07K -100 -0.4%
BA
524
Bridgewater Advisors
New York
$555K -$1.57K -76 -0.3%
AC
525
AlphaCore Capital
California
$553K +$47K +2,268 +9%
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