SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

926 hedge funds and large institutions have $8.11B invested in Schwab U.S Small- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 383 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.01%
New
71
Increased
343
Reduced
383
Closed
64
Calls
$3.07M
Puts
$830K
Net Calls
+$2.24M
Net Calls Change
+$671K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
FFN
Focus Financial Network
Minnesota
+$12.2M
4
Jane Street
Jane Street
New York
+$11.8M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$113M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$56.9M
3
TCM
Tradewinds Capital Management
Washington
-$27.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
5
AT
American Trust
Kentucky
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
551
WT Wealth Management
Arizona
$484K – – –
TF
552
TIAA FSB
Florida
$482K +$70.1K +3,346 +17%
LFA
553
Landmark Financial Advisors
Kentucky
$481K -$26.1K -1,244 -5%
WIA
554
World Investment Advisors
California
$478K +$4.36K +208 +0.9%
CA
555
Capital Advantage
California
$471K -$29.6K -1,436 -6%
OFG
556
OmniStar Financial Group
North Carolina
$470K +$470K +22,372 New
BW
557
BIP Wealth
Georgia
$467K +$467K +22,272 New
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$463K +$404K +19,292 +693%
ACM
559
Armbruster Capital Management
New York
$462K -$629 -30 -0.1%
CI
560
Cordant Inc
Oregon
$459K -$30.4K -1,450 -6%
BIA
561
Bigelow Investment Advisors
Maine
$459K -$5.45K -260 -1%
MWM
562
Madison Wealth Management
Ohio
$458K -$31.2K -1,490 -6%
WF
563
Wayfinding Financial
Washington
$455K +$318K +15,168 +231%
MWP
564
Meridian Wealth Partners
Pennsylvania
$451K +$20.3K +966 +5%
FHB
565
First Hawaiian Bank
Hawaii
$441K – – –
LIA
566
LBMC Investment Advisors
Tennessee
$440K – – –
TAM
567
Townsend Asset Management
North Carolina
$439K +$797 +38 +0.2%
CCM
568
Condor Capital Management
New Jersey
$437K -$27.3K -1,304 -6%
BTWM
569
Baker Tilly Wealth Management
Wisconsin
$437K – – –
HR
570
Howe & Rusling
New York
$436K +$383K +18,288 +730%
BFEC
571
Benjamin F. Edwards & Company
Missouri
$434K +$461 +22 +0.1%
LB
572
Legacy Bridge
Iowa
$433K – – –
WOC
573
West Oak Capital
California
$432K +$26.9K +1,282 +7%
GDP
574
Great Diamond Partners
Maine
$432K -$195K -9,294 -31%
FA
575
Forefront Analytics
Pennsylvania
$431K +$27.6K +1,318 +7%
21 22
23
24 25