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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 %
CIR
526
Clear Investment Research
Georgia
$547K -$1.16K -56 -0.2%
MCC
527
Money Concepts Capital
Florida
$546K +$57.5K +2,776 +12%
OCM
528
One Capital Management
California
$545K – – –
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$537K – – –
APP
530
Avantax Planning Partners
Iowa
$532K +$47.7K +2,302 +10%
MA
531
MONECO Advisors
Connecticut
$530K +$10.9K +528 +2%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$529K +$68.2K +3,292 +15%
AL
533
ACAS LLC
California
$521K -$14.2K -688 -3%
Prudential Financial
534
Prudential Financial
New Jersey
$520K +$286K +13,792 +122%
CPW
535
Catalyst Private Wealth
California
$517K +$517K +24,956 New
JWBC
536
John W. Brooker & Co
California
$515K +$4.56K +220 +0.9%
WP
537
Westmount Partners
California
$510K -$41 -2 -0%
BL
538
BCWM LLC
Kansas
$507K +$26.3K +1,272 +5%
CIC
539
Carnegie Investment Counsel
Ohio
$507K +$8.82K +426 +2%
Principal Financial Group
540
Principal Financial Group
Iowa
$507K +$88.6K +4,276 +21%
AIM
541
Acropolis Investment Management
Missouri
$505K – – –
LB
542
Legacy Bridge
Iowa
$504K – – –
CFD
543
Creative Financial Designs
Indiana
$503K +$32.4K +1,566 +7%
ES
544
ETF Store
Kansas
$501K +$47.3K +2,348 +10%
RA
545
Ruggaard & Associates
Ohio
$498K -$5.88K -284 -1%
BBA
546
BLB&B Advisors
Pennsylvania
$498K -$72.4K -3,496 -13%
AWE
547
Avidian Wealth Enterprises
Texas
$497K -$65K -3,140 -12%
PCM
548
Parsons Capital Management
Rhode Island
$497K -$3.11K -150 -0.6%
KFA
549
Kelleher Financial Advisors
New York
$494K – – –
CCM
550
Condor Capital Management
New Jersey
$493K +$70.5K +3,406 +17%
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