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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 %
CWA
551
Cornerstone Wealth Advisors
Minnesota
$498K -$14.3K -654 -3%
CFD
552
Creative Financial Designs
Indiana
$497K +$90.1K +4,116 +22%
WF
553
Wayfinding Financial
Washington
$496K – – –
MWM
554
Madison Wealth Management
Ohio
$489K +$10.7K +490 +2%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$488K +$4.34K +198 +0.9%
MMA
556
Miracle Mile Advisors
California
$484K -$196K -8,964 -29%
ACM
557
Armbruster Capital Management
New York
$483K – – –
MWP
558
Meridian Wealth Partners
Pennsylvania
$479K +$7.53K +344 +2%
WCFA
559
Walkner Condon Financial Advisors
Wisconsin
$479K -$71.6K -3,268 -13%
FWI
560
Facet Wealth Inc
Maryland
$478K -$68.9K -3,038 -13%
LFAS
561
Level Four Advisory Services
Texas
$477K +$55.7K +2,544 +13%
CI
562
Cordant Inc
Oregon
$477K -$2.28K -104 -0.5%
BW
563
BIP Wealth
Georgia
$476K -$11.9K -544 -2%
CA
564
Capital Advantage
California
$474K -$30.7K -1,394 -6%
LFA
565
Landmark Financial Advisors
Kentucky
$474K -$28.8K -1,316 -6%
AAS
566
Ameritas Advisory Services
Nebraska
$473K -$804K -37,018 -63%
GDP
567
Great Diamond Partners
Maine
$465K +$13.5K +616 +3%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$464K +$10.3K +472 +2%
BIA
569
Bigelow Investment Advisors
Maine
$463K -$16.2K -738 -3%
FHB
570
First Hawaiian Bank
Hawaii
$460K – – –
LIA
571
LBMC Investment Advisors
Tennessee
$460K +$44 +2 +0%
TAM
572
Townsend Asset Management
North Carolina
$458K +$44 +2 +0%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$457K +$457K +20,884 New
PI
574
PFS Investments
Georgia
$453K +$130K +5,912 +40%
SF
575
Summit Financial
New Jersey
$452K +$185K +8,432 +69%
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