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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 %
FC
526
FCA Corp
Texas
$556K -$66K -3,014 -11%
MA
527
MONECO Advisors
Connecticut
$549K +$34.8K +1,588 +7%
ONB
528
Old National Bancorp
Indiana
$548K +$548K +25,036 New
S
529
SignatureFD
Georgia
$541K +$286K +13,058 +112%
CCG
530
Chatham Capital Group
Georgia
$540K – – –
JWBC
531
John W. Brooker & Co
California
$540K +$788 +36 +0.1%
WP
532
Westmount Partners
California
$539K +$44 +2 +0%
IC
533
IEQ Capital
California
$539K +$302K +13,810 +128%
AC
534
AlphaCore Capital
California
$535K -$131 -6 -0%
AIM
535
Acropolis Investment Management
Missouri
$534K – – –
LB
536
Legacy Bridge
Iowa
$533K +$81K +3,700 +18%
RA
537
Ruggaard & Associates
Ohio
$533K -$3.85K -176 -0.7%
CWM
538
Cedar Wealth Management
California
$531K -$422K -19,274 -44%
PCM
539
Parsons Capital Management
Rhode Island
$529K +$10.5K +480 +2%
CIC
540
Carnegie Investment Counsel
Ohio
$527K -$22.2K -1,014 -4%
FLPIM
541
F.L. Putnam Investment Management
Massachusetts
$526K +$1.1K +50 +0.2%
MPM
542
Meritage Portfolio Management
Kansas
$523K -$9.45K -432 -2%
KFA
543
Kelleher Financial Advisors
New York
$522K – – –
VFA
544
Valeo Financial Advisors
Indiana
$521K -$45.5K -2,078 -8%
MCC
545
Money Concepts Capital
Florida
$517K -$473K -21,616 -48%
SWM
546
Selective Wealth Management
Virginia
$516K +$516K +23,398 New
ES
547
ETF Store
Kansas
$516K -$34.2K -1,496 -6%
APP
548
Avantax Planning Partners
Iowa
$512K -$15.2K -696 -3%
BL
549
BCWM LLC
Kansas
$509K +$99.5K +4,538 +24%
TF
550
TIAA FSB
Florida
$501K -$3.24K -148 -0.6%
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