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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 %
CCG
551
Chatham Capital Group
Georgia
$488K -$23.1K -1,114 -5%
MPM
552
Meritage Portfolio Management
Kansas
$487K -$8.42K -406 -2%
LFAS
553
Level Four Advisory Services
Texas
$480K +$28.5K +1,374 +6%
BIA
554
Bigelow Investment Advisors
Maine
$473K +$35.1K +1,696 +8%
VFA
555
Valeo Financial Advisors
Indiana
$471K -$22K -1,064 -4%
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$470K +$470K +22,684 New
PAS
557
Park Avenue Securities
New York
$467K +$41.9K +2,022 +10%
CWA
558
Cornerstone Wealth Advisors
Minnesota
$466K -$5.47K -264 -1%
MWM
559
Madison Wealth Management
Ohio
$463K – – –
ACM
560
Armbruster Capital Management
New York
$457K – – –
Envestnet Portfolio Solutions
561
Envestnet Portfolio Solutions
Illinois
$456K +$456K +22,040 New
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$455K +$22.3K +1,076 +5%
WCFA
563
Walkner Condon Financial Advisors
Wisconsin
$453K +$331 +16 +0.1%
MAS
564
Madden Advisory Services
Florida
$447K +$47.8K +2,306 +12%
AWM
565
Aspire Wealth Management
Massachusetts
$443K -$185K -8,912 -29%
WF
566
Wayfinding Financial
Washington
$442K -$1.55K -76 -0.3%
LFA
567
Landmark Financial Advisors
Kentucky
$441K -$6.54K -316 -1%
GDP
568
Great Diamond Partners
Maine
$441K +$1.2K +58 +0.3%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$439K +$538 +26 +0.1%
HI
570
Hendershot Investments
Virginia
$437K +$10.8K +520 +3%
FHB
571
First Hawaiian Bank
Hawaii
$435K – – –
MWP
572
Meridian Wealth Partners
Pennsylvania
$434K -$19K -918 -4%
WOC
573
West Oak Capital
California
$434K +$7.66K +370 +2%
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$434K +$25.5K +1,230 +6%
HR
575
Howe & Rusling
New York
$432K +$19.9K +962 +5%
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